Asset Management

Managing your investments to meet your goals


Tax preparation

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

Amazing, tax reform was completed by year end 2017 and brings some major changes with it.  There are changes that are very business friendly including the new 21% corporate tax rate and the Qualified Business Income deduction for pass-through businesses (with some exceptions and rules of course).  The new higher standard deduction thresholds, means even fewer taxpayers will itemize deductions in 2018 and should reduce the amount of work needed to gather materials together for tax preparation at this time next year.

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.

Business Consulting

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