I am a trained Tax Professional with 27 years experience in tax preparation for Individual and Small Businesses. I'm flexible, I can come to you or you can come to me, as well as Remote/Contactless services available...

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....

I’ve been a tax professional for over 20 years. I pride myself in making your money matter. I’m honest and do a thorough job when preparing my clients tax returns.