We offer no-contact services. We can pick-up documents at your door or we can send an encrypted link for you to send documents electronically. We also are highly successful in negotiating reductions in Tax debt. We love helping taxpayers reduce their tax liability and tax filing stress. We have clients who hadn't filed their taxes in several years before working with us. We are always happy when someone trusts us to get them caught up with their tax filing....

We provide cost effective legal services in the areas of estate planning and estate administration in Pennsylvania, New Jersey and D.C. Our services include the preparation of Living Wills, Powers of Attorney, Wills and various types of Trusts. We also assist executors and administrators with various estate administration matters, including probate, death tax return preparation, selling real estate, liquidating and transferring assets, mediating disputes among heirs and closing estates. Our goals are protecting your interests and assets. I enjoy helping clients through the estate administration process after their loved ones have passed.

Truly multi-disciplinary firm with dedicated professionals in estate planning, income planning, wealth management & tax planning. Specializing in retirement planning, my main goal each and every day is to help families reach their retirement financial goals. I am a diligent educator of the retirement process. I believe in taking the extra time and care needed to educate my clients and help them understand this process and the solutions presented to help navigate their biggestretirement hurdles with ease. Whether helping with healthcare, to opening up guaranteed income streams, I go above and beyond – to find the best strategy for each client,...