SERVICES

MORE THAN A TAX PROFESSIONAL My background includes over 15 years experience in taxation. I prepare tax returns, research tax positions and help my clients understand their options. As an investor and the owner of various businesses over the years, I have the benefit of real world knowledge that is not taught in the classroom. I have helped individuals, families and business owners take control of their tax situation while addressing their other financial needs as well. I am commited to educating my clients and use language that everyone can understand to help you make informed decisions.

FULL-SERVICE I can provide assistance in a variety of areas that affect your bottom line. Here are some of the areas that can have costly tax results if not addressed before taking action. Retirement Plans - 401K roll-overs, setting up a new plans, evaluating a Roth versus a traditional IRA, comparing annuities and life insurance as tax reduction investment vehicles. Estate Plans - There are so many ways to navigate the estate tax, you can protect all you have worked so hard for and leave your heirs a legacy. Real Estate - This can best one of the best ways to shelter tax or one of the worst. Business Consulting - A simple over-view of your business structure and creation of a succession plan can yield excellent results. Charitable Giving - When it's time to put something back it should be done right. There are strategies that reduce your tax and increase your charitable giving amount at the same time. While I have worked and studied hard to know my profession, I do acknowledge the limitations of my skills. I have built a network of professionals who can help my clients in areas which require a specialist. I can communicate directly with professionals you may already be working with to add an additional level of support.