Every customer gets a personal touch. We do this all year long, not just at tax season. And when you call, you get me not an answering service. Working with people. This is now tax season # 40. If I didn't like working with people, I would have found another job. I solve problems. Sometimes problems you don't even know you have.

I specialize in preparation of personal and business tax returns including trusts,estate and gift tax return filings and surrogate accountings for trusts, estates and guardianships., and have been in the business for more than 30 years I am a CPA,PFS,CFP and CFS and can also assist clients with coordination of cash flow needs and investments with my series 6,7,24 and 26 license with FINRA to oversee third party money managers invest client assets depending on client prepared profile and investment objectives.I also have my Insurance license to review clients Life, accident and group health insurance needs. I am on Linkedin which will have add...