If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm offers a full range of professional services to give you the individual attention that you deserve, and will tailor advice to your specific needs.

Some of the services my firm offers include:


Accounting and Bookkeeping Services

Day-to-day operations and strategic planning are critical to your business’s success, as well as the decision to hire a trusted accounting professional. My firm’s Accounting and Bookkeeping Services work within the capacity of your business needs – from routine tasks such as bank reconciliations, to more involved detailed financial reporting and analytics, allowing you to focus on running your business.

Return to Top

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. My firm can explain each choice and its potential implications. As your business grows and changes, the type of business entity you choose may need to change also.

Return to Top

Client Advisory Services

My firm’s Client Advisory Services focus on improving the efficiency and effectiveness of your business and its operations, as well as quarterly consulting, and other advisory support.

Return to Top

IRS Representation

An IRS audit can be an intimidating and complex process. If you face an IRS audit, my firm will ensure that you are properly represented when dealing with the IRS and other tax authorities.

Return to Top

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, my firm can provide guidance on the available options as well as the most appropriate choice for your own financial situation.

Social Security Advisory Services

The decision on how and when to claim Social Security benefits can be one of the most financially significant moves you can make. The rules used to calculate how much a beneficiary can receive from Social Security continue to grow more complex. My firm can assist in navigating the various factors (including marital status, future earnings, disability and ownership of a business, etc.) to determine the optimal approach.

Return to Top

Tax Preparation & Planning

Effective tax preparation and planning can assist you in minimizing your future tax liability. My firm can help you proactively manage your tax issues, including understanding how upcoming opportunities may impact your tax status. Not all tax planning opportunities are readily apparent. My firm understands how the latest federal, state and local tax legislation and other developments affect you and are constantly identifying new ways to reduce federal, state or local tax liabilities.

Return to Top

Call today to schedule an appointment!