Offers online services
About
As a Certified Public Accountant, attorney, and registered investment advisor, my office is able to provide clients with comprehensive tax planning, investment planning, and legal services if needed. What not every client will need all the services we offer, clients are grateful that all three services are available from our office.
We enjoy helping clients resolve their tax issues, make optimal tax decisions, and invest for the future.
Specialties
Special tax situations
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Employment status
Customer is self-employed, Customer is not self-employed
Filing status
Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child
Reviews
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tara W.
Stephen and his assistant Karen, were able to work with my father and I immediately before I had to return back to Florida. Stephen provided us with sound advice, Powers of Attorney to better manage my fathers finances, and catching up on the last 7 years of returns! We look forward to a long working relationship with this man and his team in the future.
October 12, 2023
Services offered
Bankruptcy Lawyer
Wills And Estate Planning
Corporate Law Attorney
Tax Attorney
Individual Tax Preparation
Accounting