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Services

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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Bookkeeping

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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Tax Debt

One of the worst things you can do as an adult is to ignore your IRS tax problems.

Avoiding the situation only makes matters worse, and could end up costing you more than just money in the long run.

Your financial difficulties and hectic schedules are not suitable excuses in the eyes of the IRS.

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