I offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses. In addition, I prepare provide effective representation before taxation authorities. I take an active approach to all aspects of taxation –I monitor compliance to avoid surprises at tax time, and stay current with changes in tax law to identify tax planning implications, allowing me to proactively apply updated strategies to minimize my clients’ tax liability and maximize their financial growth.
I specialize in accurate, and painless preparation of your personal income taxes, offering sensible assistance at a rate my clients think is only fair. My knowledgeable and experienced ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, I am available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.
I provide expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. I can advise you about the efficacy and tax implications of a number of estate planning strategies including irrevocable trusts and charitable giving strategies. I constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.
Tax problems don’t go away by themselves – they just get worse and worse, not only as penalties and interest mount up, but also from the stress that dealing with the IRS and other tax authorities can cause. If you are facing tax difficulties, let me help you to resolve them. My knowledgeable and experienced will provide a realistic and confidential assessment of your position and your options, work with you to develop an achievable plan to resolve your tax problems, and I have experience in negotiating Offers in Compromise with the IRS on your behalf. I am efficient, affordable, and discreet. Let me help you to resolve your tax problems, put an end to the stress they cause, and you can regain your peace of mind.
I believe providing effective tax services to individual clients involves more than simple tax return preparation. At the core of my firm’s philosophy is that planning is the key to an individual’s overall financial health, and I believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals. I don’t just prepare your tax return…I can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses, to funding your retirement, to protecting your assets and estate.
I am committed to providing high-quality tax advisory services for businesses and non-profit organizations, encompassing proactive tax analysis, creative, year-round tax planning, and expert return preparation. My focus is on your particular needs and goals, identifying the most beneficial tax strategy for your organization and helping you to devise an overall plan to maximize your tax savings and minimize your tax liabilities, both now and in the future.
I focus on meeting the special tax needs of small businesses, from planning to filing, from quarterly payroll and sales tax filings though year-end taxes. I have the experience to help you navigate the often confusing small business tax landscape, and the knowledge to guide you to take advantage of the most current developments in the tax laws to develop an overall tax strategy to help you minimize your tax liability.
I study the tax laws, I know how your tax return was prepared, and I stand behind my work and with my clients. If the need arises, I have the experience and knowledge to provide complete representation services before the IRS and state and local taxing authorities. I am also experienced in negotiating Offers in Compromise with the IRS. If you are facing tax problems, I can help.