Our Services
My company specializes in tax planning and preparation services for a wide variety of clients. With a fully computerized office and internet access, I do my very best to ensures clients accurate, efficient, state-of-the-art service at a competitive price.
An example of state of the art service I have offered for years free of charge to my clients is back up files of their tax returns and documents on a CD. Some clients have one CD containing copies of all their state and federal tax returns from 2001 through 2007 in one easy to access spot. Imagine how easy your life would be if you could get three years of tax returns and W-2 with few clicks of the mouse.
Computers don’t do it all. I also have the experience and dedication to meet your needs. My practice specializes in individual income taxes. I’m not a one stop shop that does all your tax, accounting, insurance, and investing. Prior to working full time in my own tax practice, I did seven years of Federal Income Tax Law research – I answered the tax questions that other tax professionals had. This gave me the insight and understanding of how the tax laws really work.
I’m also admitted to practice before the IRS as an Enrolled Agent (EA). This allows me to represent you in a tax audit even if I was not involved with the tax return. The only other classes of people allowed to do this would be CPAs or attorneys. If you like to learn more about what it means to be an enrolled agent click here
To maintain my enrolled status, I must annual participate in Continuing Professional Education courses to keep me up to date on the ever-changing tax laws.
To maintain my enrolled status, I must annual participate in Continuing Professional Education courses to keep me up to date on the ever-changing tax laws.
Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.
Tax Preparation Services
Individuals
Preparing and filing state and federal tax returns for individual clients each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Other Services
Financial Planning
Providing education in financial planning to meet future goals.