Back to top

Services

My services are limited to taxes and focus on individuals and small businesses in a variety of industries. I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

My professional services include:


Tax Management Services

I guide my clients through a full range of tax planning and preparation decisions with strategies that aim to minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

IRS, State and Local Representation

Professional representation can be vital anytime you have to deal with a tax authority, whether it's simply responding to correspondence or facing an audit, and my experience with tax authorities enables me to guide clients in their dealings with these agencies. If you faced with having to respond to IRS, Franchise Tax Board, or any other state or local tax agency, the professional representation you can find with me can put many of your worries at bay.


Information Request for Services Listed Above