I've been a CPA for 36 years specializing in coordinating the accounting, financial statements, financing, Federal & state tax planning, tax preparation, filing & IRS issues. For my business clients that means effectively acting as an outsourced CFO as all of those disciplines must be integrated to produce the smallest tax liability possible and to stay compliant with the ever increasing laws and regulations. Most tax pros do a good job of putting the right numbers in the right boxes on the right forms but then they call it a day - that is tax compliance. I don’t just prepare tax returns, I focus on coordinating businesses and their owner's ...

I've been helping small businesses and individuals to make more profits, pay less taxes and keep more of the money they earn It's a challenge and a passion of mine.

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,...