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Services encompass nearly every aspect of financial life. I am experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

My professional services include:

Tax Management Services

I will guide clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws.

IRS Representation

Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. My firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, my work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, I can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.

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