I have been preparing personal income taxes for over 25 years. No personal tax situation is too complicated for me.
My tax planning services for individuals and small businesses help clients make informed choices during the tax year, thus avoiding the unpleasant surprises that April 15th can bring.
As an Enrolled Agent, I am a credentialed tax expert authorized to represent clients and practice tax directly with the Internal Revenue Service. If your taxes are selected for audit I can represent you without the need of you being present. Unlike lawyers or CPAs, Enrolled Agents specialize in taxation.
As a Registered Investment Advisor, I can evaluate every form of savings against your unique needs to help you maximize growth for the future, while always keeping an eye on the taxable consequences.
In addition to allowing you to provide necessary tax information the "old fashioned" way, I also provide an option for you to transmit tax preparation information to me over the Internet, securely, from the convenience of your home or office computer.