I've been providing accounting, tax, and small business consulting services to a wide range of clients since 1987 and financial services since 1993. I offer an advantage over other CPA firms in that I work one-on-one with each and every one of my clients, giving my clients continuity of service not found in a typical CPA firm. I am available year-round and offer flexible hours for the convenience of my clients. Please give me a call or send me an e-mail if you'd like to hear more about what I can do to serve your unique needs.
Services
I established my accounting firm in 1987 to provide efficient, expert solutions to small businesses, non-profit organizations, and individuals. My primary services include accounting, taxation, and business consulting. I serve a wide range of individuals, corporations, partnerships, and non-profit organizations and am expert in the accounting issues and tax laws that impact my clients.
I have 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 continuously monitor federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities.
I can also review and analyze your QuickBooks data to make sure your financial data is providing you with the financial information you need to manage your business efficiently. Contact me before you purchase QuickBooks. I will show you how QuickBooks can benefit your company as well as help you purchase QuickBooks at discounted prices.
Now is a good time to evaluate your retirement savings position. The tax code provides significant incentives for individuals to make contributions to retirement savings and plans, including traditional and Roth IRA's, as well as employer sponsored qualified and non-qualified plans, including qualified 401(k) plans.
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