Accounting is More Than Just Numbers

Minimizing your tax liability is only part of the picture. In addition, I offer a complete range of accounting and tax planning services. I offer a total program of estate, trust, and gift tax return preparation as well as assisting in maximizing benefits for you and your heirs.
  • Estate Tax Planning: I can help you with your estate tax planning needs.
  • Family Gifting: Donate a portion of your estate to your family.
  • Marital Dissolution: I can help you with the tax implications of divorce.

Are You a Small Business?

I can help you with business problem solving. As you start or expand your business, I offer help in selecting the proper organizational structure to suit your needs.
  • Small Business Form Preparation: I offer help in selecting the proper organizational structure to suit your needs and tax preparation for the following business forms:
    • C-Corporations
    • S-Corporations
    • General Partnerships
    • Sole-Proprietor
    • Limited Liability Company
  • Solutions for Business Problems: I will work with you to solve various business problems and concerns:
    • Systems Accounting Software Selection and Use
    • Lease-Buy Decisions
    • Real Estate Transactions
    • Equipment Purchases and Sales
    • Office Systems and Controls
    • Business Sales and Acquisitions