Services Offered

At this time, I am cautious about taking new clients. My desire is to continue to serve my current client base and meet all of their needs, and I appreciate referrals from my many wonderful clients. My intention is to continue to practice for many years, but growth is not part of my current business plan.

With that in mind, I continue to offer the following services:

Preparation and electronic filing of individual tax returns, from simple to the most complex

Preparation of tax returns for all types of small business entities

Preparation of fiduciary tax returns for trusts and estates

Preparation of required tax and information returns for non-profit organizations

Assistance in helping reduce your tax liability through long-term planning and also through making the proper everyday decisions

Cutting through "red tape" to solve problems with the IRS or state Department of Revenue

Preparation of quarterly payroll tax reports and support for internal payroll issues

The hallmark of my business is to tailor my services to your personal or business needs