Services

I provide a wide range of services for individuals, families and businesses. Area of specialization include:

Accounting Services

  • Monthly Write-Up Services – General Ledger Accounting
  • Financial Statements

Tax Services

  • Tax Return Preparation
  • Income Tax Planning
  • Representation at Tax Examinations
  • Filing of Back Taxes

Personal Financial Planning Services

  • Net worth statement analysis
  • Cash flow and budgeting analysis
  • Asset allocations
  • Investment performance monitoring
  • Retirement plan rollovers and distributions (IRA & 401K)
  • Insurance┬áreview
  • Mortgage options
  • Education savings plan (529 plans)
  • Estate plan review