our business clients

  • Small business owners who want to maximize the benefits of being self-employed.

  • Those who want guidance in understanding their financials so they can make better business decisions

  • Owners who are growing and need more back end accounting help to free them up to work on other aspects of their business

  • Owners who understand the value that an accounting and tax professional bring to the table

our individual clients

  • Clients who want to understand their taxes

  • Clients who want to plan ahead and want to maximize their tax benefits

  • Clients who need more assistance in planning for college, retirement or investments

  • Clients who need assistance in investment planning or real estate

  • Clients who need the advice and guidance of a tax professional

Our trust clients

  • Families who have trusts as part of their estate plan

  • Families who have special needs trusts or disability trusts to take care of family members



tax preparation

Our prices are billed on a per schedule/form basis.  Contact us for an estimate.

tax planning

  • Starting a new business

  • Retirement Plans

  • College Funding

  • Investments and/or Real Estate

  • Employee Stock Options

  • Trust and Estate Planning

business consulting

Basic annual tax planning is included with tax return preparation fee for existing clients.  New planning engagements that are beyond the basic annual tax planning will be billed at our CPA hourly rate.  

accounting and bookkeeping

We offer a variety of bookkeeping packages customized to your businesses needs.  Please contact us for pricing.  


I offer an initial consultation to all new and prospective clients.  Should you decide to come on board as a client, the fee will be credited towards your first years’ tax return.