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Fees for financial planning are based on the time spent compiling and delivering a financial plan or financial advice

Tax Preparation

I am an Enrolled Agent. I am licensed to represent taxpayers before the Internal Revenue Service.

I passed a very difficult two-day examination given by the Internal Revenue covering all aspects of taxation, including procedures and ethics.

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Financial Planning

I am a Board Certified Financial Planner.

I have taken the extra step to demonstrate my professionalism through voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

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After the fact bookkeeping for small businesses.

Transactions include purchases, sales, receipts and payments by an individual or organization.

Fee dependent upon number of bank statements, credit card statements, checks, and employees.

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