Tax preparation

Tax preparation for individuals, small businesses and non profits - all states


Asset Management

Managing your investments to meet your goals


Business Consulting

Helping you decide on your business structure, what records to keep, when and how to make key financial decisions

Well, tax season is here and with it, we will have implementation of the new tax code (from the Tax Cuts & Jobs Act passed in December 2017), a new look to the 1040 forms, an understaffed IRS and I'm sure a few other surprises.   Game on!

Tax Scams and Phishing Emails

IRS also wants to keep taxpayers aware of tax scams.  The IRS will not call and demand immediate payment or determine a bill without written communications prior.  Also the IRS will NEVER email you asking for information or correspond via email.  So any emails you receive and marked as from the IRS are a hoax and should be forwarded to   Reference this page for the latest information on this subject.

NOTE:  At this time I am not accepting any new clients for annual tax preparation. 

Thank you.