You have better things to do with your time.
Where do you see yourself in 10 years? What goals do you need to support financially?
This is the kind of information I need to advise you on your annual taxes and strategize about the future. I’ll make sure you are getting every possible deduction and that your forms are accurate and complete. I’ll work hard to find ways to reduce your taxes – and free up dollars you can invest in your goals. And I’m available year-round to help you meet life’s opportunities and challenges.
I’m your neighborhood CPA.
Services include:
- Income Tax Preparation for Individuals
- Income Tax Planning for Individuals
- Income Tax Preparation for Trusts
- Income Tax Preparation for Estates
- Income Tax Planning for Estates
- Retirement Planning
- Education Funding Planning
- Family Budgeting
- Review of Prior Year Tax Returns
Existing clients: Click here to access your personal portal and send me documents securely. If we do not have any projects pending for you, please call or email to let me know what you are sending. If you have not yet set up an account, contact the office and we will send you an invitation.
“I’m hiring a nanny. How do I handle that?”
“Will I pay taxes in retirement?”
“We just sold our condo and bought a house. Are there tax implications?”
“I’m the beneficiary in a will. How does inheritance tax work?”
“Does the cost of summer camp qualify as a child care deduction?”
“I don’t have kids or a mortgage. What tax breaks are out there for me?”