Services
We are ready to help our clients and prospects with these needs
Income tax planning and preparation services
My career has focused on client needs for tax preparation whether for retirement, rental properties, other investments, capital gains and home businesses.
|
Small business planning and consultingThis includes LLC, S corp, partnership, corporation and tax-exempt organizations.
|
Estate, gift and trust taxation and planning
We have worked with families that have inherited property, businesses and investments. We can give guidance on how to accomplish your goals for you, your family and your heirs.
|