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 review
• Mortgage options
• Education savings plan (529 plans)
• Estate plan review