Services
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 is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Financial Counseling
Whether you are devising your personal retirement strategy or saving to send your child to college. I can help you find the best options for you. Drawing on years of experience in retirement, investing and saving. I will work with you to develop a plan designed to withstand the economic ups and downs that inevitably occur over time.
For individuals and couples wanting to improve your net worth I can assist with budgeting and debt management so that your finances will be on track to meet your goals. Anticipating career or life changes, we can talk through that so that you have the information to make a plan that works for you.
Personal finance is unique to each individual or couple and I take pride in working with my clients on an individual basis to determine a strategy that fits your unique situation, risk tolerance, and long-term goals.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, I can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, I can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. I am here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.