I will advise you on how to best set up your accounting system and how to prepare for the annual tax return
I am dedicated to helping my clients get their taxes prepared in a timely and efficient manner and to pay the least amount of taxes per the law. This takes organization, patience, and knowledge. On an annual basis we can meet face to face in my office. Providing you have brought all necessary documents, we will finish and file your tax return at that time. You will leave knowing everything is complete.
Many of my clients have been with me for over ten years. Therefore I am more than a tax preparer. I am also an Investment Advisor Rep. I have become their trusted advisor. My knowledge helps them understand and navigate the annual maze of taxes and paperwork. We plan with IRAs' 401K fund selection, and education saving accounts.
I work directly with you at tax time. We will sit together in my office and go through your taxes.
Questions are answered as they are found to relate to your current situation. Tax planning meetings are scheduled to address concerns you may have for future situations, as they can impact both your tax and financial situations.
An accounting firm is known for the quality of its service.
The primary goal of a trusted advisor is to be accessible and to provide creative advice to clients and make better informed decisions.
Continuing education is very important. Much of my down time is filled with tax classes and seminars.
The majority of my tax clients have been with me for more than 10 years.
By combining expertise, experience and energy, each client receives close personal and professional attention.
High standards for service, promote and make for an outstanding performance each and every day.
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