CLIENT SERVICES- I offer my clients comprehensive solutions to their financial and related personal needs. My practice provides comprehensive tax, insurance estate planning services; generational wealth transfer and charitable giving advice.

Taking responsibility for all of my client's financial planning needs enable me to provide my clients with cost effective, one stop hassle-free personal financial planning and management. Taxation Individual (1040), Small Business (1120 and 1120S), Non-Profit (990), and Partnership (1065) Income Tax Preparation and Tax Planning.

I work diligently with clients through out the year to ensure that clients plan accordingly and to consider all legal deductions for maximum tax benefits. I also offer free electronic filing for all my clients who desire to have their returns filed electronically.

Representation before the IRS. I am fully qualified to assist clients before the IRS or clients State Department of Revenue. If you have questions on a correspondence received from the IRS or if your return has been selected for an audit.

I can offer professional advice. Retirement plan tax return preparation- one person 401k returns You will get full disclosure of risks and fees so that by understanding how we work together, you will avoid unpleasant surprises.