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My practice provides a wide range of services to individuals and their related entities. I strive to meet each client's specific needs in income tax planning, estate planning, financial planning, compliance, and tax controversy resolution.  

Professional services include:

Income Tax Advising and Preparation

I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, anticipate cash flow needs and keep them on track to meet their financial goals. I advise clients regarding federal and state income taxes, estimated taxes, gift taxes, and personal property taxes. Throughout the year, I prepare and calculate tax projections when needed, discussing the advantages of various scenarios and steps they may consider. My expertise, experience, analysis and thorough research allows me to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Accuracy and security are a high priority. My web based software, GoSystem by Thomson Reuters is one of the most sophisticated software available. It is used by 9 of the top 10 accounting firms in the country. Additionally, all client data is protected with multiple layers of security and encryption schemes. Your data is stored in a secure network of data centers, protecting against fire and natural disasters.

Every precaution is taken at our office as well. We are protected with a security alarm system and use registered, locked fire-resistant filing cabinets. All unneeded client documentation is properly shredded. Accessing documents, transferring data and conveying important information electronically are done through a Client Portal, which is encrypted and secured. I value your trust in my commitment to keep your data secured.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual's wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. Estate and trust planning should not be viewed in a vacuum, nor should it be something that once done, is put on a shelf. It is a process and my role is to discuss your income tax planning in conjunction with your estate and trust planning, taking a holistic view.

Financial and Retirement Planning

My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can guide you through tough decision-making processes such as college education funding, retirement plans, insurance, tax, estate, and business succession planning.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

I can assist clients in responding to the IRS from something as simple as a notice to a complex audit. Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with me, can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.

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