My firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner. 

My firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. I can deliver the services you need in a professional, fast, and cost-efficient manner.

I can provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. I can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Financial Statements
I can prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

Estate, Gift and Trust Tax Return Preparation
I also provide preparation of federal and state estate, gift, and trust tax returns.

Tax Preparation
I offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Business Succession Planning
Stop wondering if and how your business will continue without you there. I can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Sales Tax Services
I prepare all sales tax filings and offer full sales tax audit representation.

Management Advisory Services
I offer complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Estate Planning
I offer estate planning services so you can minimize both federal and state estate tax liabilities. I will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Financial Forecast and Projections
I provide complete financial and business forecasting services, including proforma projections. I will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.

Computer Consulting
You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. I understand your fears and will work with you to set up an efficient, user-friendly computer system. I can explain even the most advanced high-tech concepts in plain English. Whether you want to set up a computerized accounting system, a computer network, or even an online web store, I can help.

Financial Planning
Personal financial planning is the long-term process of achieving one's financial goals. I can help with the development and implementation of coordinated plans for your overall financial objectives.

Investment Review
I can provide a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. I will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

Tax Planning
I continuously monitor federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities. If necessary, I can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I also offer full tax preparation and filing services.

IRS and State/Local Representation
I know the tax laws, and I know how your tax return was prepared. I can provide complete representation services before the IRS as well as state and local taxing authorities. I am also experienced in negotiating Offers in Compromise with the IRS.

Accounting Services
I offer a complete range of accounting services, including receivables, payables, and payroll management. I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. I will also prepare custom financial reports for internal, managerial use.

Reviews and Compilations
Whether for third party or internal purposes, I can prepare both Review level (limited assurance) and Compilation level (information that is the representation of management) financial statements.

Tax Services
I offer a full range of tax planning and compliance services. I will work with you year-round if necessary in order to minimize your total tax burden. I also prepare all federal, state and local tax returns for individuals and businesses.

Consulting Services
I offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Accounting Software Selection
If you are getting your first business software bundle or not satisfied with what you have now, I can analyze your needs and recommend the appropriate softare and install it as well.

Business Valuations
I can provide cost-effective business valuation services, quickly and efficiently.

Debt & Financial Services
I also offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.

Cash Flow & Budgeting Analysis
I also offer expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of my clients state that these value-added services are indispensable.

Buying & Selling a Business
I can advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, I can offer advice for obtaining the best possible sales price and contract payout terms.