Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Annuities, Life & Health Insurance

Annuities can be a great way to make your money work, but many people do not understand the rewards, or the workings of annuities! Simply put, an annuity is a savings plan issued through insurance companies designed to accumulate money for future income needs, whether that income need is next month or 5, 10 or 20-years down the road. Call me for a FREE consultation to see if this important asset should be part of your portfolio to secure your future.

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Business Consulting

I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Business Tax Returns

Whether you need to file a business tax return as a sole proprietor Schedule-C, Landlord Schedule-E, Corporate 1120 or 1120-S, Partnership 1165 I can get the job done for you, accurately and on time. It doesn’t matter if you are just starting out or have been in business for years I will work with your bookkeeping systems to maximize your deductions and minimizing your tax liability while making the process as easy as possible. Call me to see how I can improve your bottom line.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with you or your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.

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Monthly Budget Planning

It’s just as important to get a perspective on the monies you spend every month as it is to know how much you make and have coming in. In my many decades of experience I have found that most people really don’t know how much they are spending every month or just don’t want to face it. However, with the proper perspective you will have a better understanding and therefore gain control of your financial life. This is something you can control and it can make a big difference in your quality of life by improving it and reducing stress. We have to live for today but also save for tomorrow so we can be prepared to weather the unexpected challenges that life my bring us.

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Retirement Planning

Whether you are 10-years away from retirement or already retired I have been helping people secure their financial futures since 1992. With people living longer it is important to plan so you don’t outlive your money. A financial analysis of your current situation and projection of your future lifestyle will be instrumental in making sure you maintain your quality of living for many years to come. IRA’s, 401(k)’s, 403(b)’s and other alternative investments are essential to your financial security and I have the experience to insure you won’t loose it. My focus is on helping you to make the choice that is most appropriate for your own financial situation. Call me for a FREE consultation.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!