Integrity and Personal Service.
These are the principles I've built my practice on.
Today's ever-changing economy, political environment and tax legislation dictate a need for qualified counsel when making financial decisions. When you or someone you know needs an accounting, tax or financial professional, please feel free to call at any time for assistance.
Our services include, but are not limited to:~
- Accounting Advice
- Entity Selection, Organization and Start Up
- Tax Planning – Business and Personal
- Tax Preparation/ Business and Personal/Current and Prior Tax Periods
- Financial/Retirement Planning
- Investment Planning and Evaluation
- Employee Benefit Plans
- Pre Estate Planning
- Audit Representation
- Business Consultation
- Financial Management
I am a Certified Public Accountant, Formerly a Registered Investment Advisor and Certified QuickBooks® ProAdvisor with over 38 years of solid business experience.
Please call for a free, no obligation consultation to meet and discuss how we can help you.