Financial Planning & Tax Planning

Over 27 years of experience in helping clients navigate the multitude of tax laws across a range of jurisdictions on an ongoing basis. I provide clients with advice on every facet of tax planning and compliance.

Personalized services include:

Preparing complex returns, including individual, gift, fiduciary, foundation, partnerships and corporations.
Preparing and filing estimated taxes, and revising them as necessary.
Proactively contacting you if changes in tax law affect your strategic wealth plan.

Providing year-round service and consultation.

Preparing household employer quarterly reports.
Representing you if you become subject to an audit.
Financial & Retirement planning.