Services for Individuals

Are you ready to replace your IRS and accounting stress with peace of mind and more time to do the things you enjoy?

My mission is to give individuals more time in their day and more rest at night by alleviating the stress involved when dealing with the IRS and State taxing authorities. I focus on your individual needs, and always treat you like a client who matters.  The company is large enough to offer a full range of personal and professional services, but small enough to give you the individual attention that you deserve.

Tax Preparation (Virtual & In-Person )

Getting your taxes filed each year doesn’t have to be stressful. I’ll prepare and submit your return both accurately and efficiently ensuring the utmost security with your financial documents. We can meet in-person or virtually, which ever you prefer.   

Tax Planning

We’ll work together to minimize your future tax liability. I can help you proactively manage your tax issues, including understanding how upcoming opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.