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 ...

Specializing in comprehensive tax preparation and legal document services for 10-year helping clients across all 50 states. With a focus on accuracy and compliance, we offer tailored solutions designed to meet the unique financial and legal requirements of each client, regardless of their location. Whether you're looking for expert tax advice or precise legal document drafting, our team of professionals is equipped to assist you. We are committed to simplifying complex processes and ensuring that your tax and legal affairs are handled with the utmost care and professionalism. Trust us to provide the support you need to navigate the intricate

We charge a Flat monthly rate which covers unlimited phone time, and the completion of our agreed upon negotiated services. I enjoy maintaining my clients Books and preparing their tax returns. By doing this I learn about their industry and their Company enabling me to answer any questions that they may have about their company and effectively utilizing the tax laws to their advantage.

I have always done this to help people with their income tax and bookkeeping needs without breaking the bank... I work out of my home so I have very little overhead. I take each client's situation and needs into account as I work with them. Having had small businesses in the past and the accountants just about bankrupting us I decided to be a helper for the small business and individuals who work paycheck to paycheck. I have been doing income taxes since the 70's (friends, neighbors, etc.) but did not officially start my company until 2004 because I kept getting referrals from people who I had worked with and my client base kept growing.