Our firm provides strategic, quality planning based on the clients goals and objectives. We go beyond the basics of accounting, tax, and wealth management using a team approach. We provide measurable plans that are deliverable so that we are held accountable. I am passionate about planning and helping my clients obtain their goals. Holistic planning is essential to a strong relationship and that relationship, spending time with my clients, is what I truly enjoy. I put emphasis on strategic analysis with a deliverable outcome....

We provide outstanding customer service by being available, responsive, and familiar with our customer's situation and needs. With over 30 years experience, we've handled returns that are simple and straightforward, as well as very complicated and problematic circumstances, old returns, unfiled years, letters and notices, and error corrections. Even more, we do this at reasonable rates and offer various ways to pay, including cash, check, credit, and refund transfer. Call for references to satisfied local customers... You might even know one!...

I feel like when you leave from this place you actually wake up feeling like a new person it's so much stuff that can be right and this is the place you want to be when getting a massage

We do tax consultations and tax preparations for both individuals and corporations. We also are licensed for investment and insurance products. The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible. I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator....

I help my customers with both tax preparation and tax planning. I work with individuals and companies, in the US, International and Expatriates.