Company Services

My firm offers a wide range of services to our individual and business clients. Because my firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to our clients along with a brief description.

Business and Personal Tax Return Preparation
Tax laws change so often, it's hard to keep up. I have years of experience preparing individual, corporate, partnership, and estate tax returns. I can make sure you get every advantage you deserve.

Small Business Financial Reporting
I understand small businesses, since I am one myself. I can, on a consulting basis, help you with such issues as business planning, cash flow analysis, and loan application preparation.

Financial Planning Small Business
Whether you're saving for major business expenditures or your child's college education, I can help you choose the investment vehicles right for you.