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The only sure things are death and taxes. We are taxed before we're born until after our death. Taxing authorities make and change the rules, and expect you to keep current with them and their language. As an experienced, registered agent with the Internal Revenue Service, I can prepare your taxes and represent you in a variety of issues such as:

  • Tax Preparation
    • Individual 1040
    • Corporate 1120
    • Partnership 1065
    • Trusts 1041
  • Tax Planning
  • IRS representation
    • Audits
    • Return amendments
    • Payment plans
    • Offers in compromise.
  • Other taxes
    • Payroll
    • Sales and use
    • W-2s
    • 1099s
    • Local, State or Federal Business
  • Other representations
    • Real estate taxes
    • Tax incentive plans
    • Abatements
    • Research & Planning

My ability to read and interpret tax law has resulted in favorable state Supreme Court rulings, tax incentive expansions, real estate reductions, and a number of satisfied clients.

My fees are competitive.  It doesn't cost more to have a professional prepare your taxes and may save money in the long run.


Have an idea. Want to run it by someone. Let me offer my years of experience and my business resources to see what ramifications are out there. Fees are based on if I can help you.

  • Contract services
    • CFO/Controller during absence
    • Outsourcing
    • Preparation of audit schedules
    • Maintain fixed assets
  • Financing
  • Business Start-up
  • Debt consolidation
  • Problem Resolution
    • Slow collections
    • Account recondiliations
    • Business turnaround planning
  • Forecasting & Planning


My clients want to have books which will allow them to file their tax returns, do payroll and file the necessary payroll reports. Costs should be consistent month to month or year to year. Certain accounts such as cost of sales are monitored. Banks are reconciled.

My services are cost effective. I maintain the latest version of QuickBooks and continually update my computers. Employees are expensive. With technology, many small businesses do not need that bookkeeper.

I want clients for the long term. Therefore, my fees are the same each month and are comprehensive. It allows me to do what is necessary, while not having you feel I'm running up fees. Don't be afraid to call when there's a problem.

I also support owners that just want someone with expertise to review their in-house bookkeeper. Hoping to catch things before they become major problems. It's also good to have back-up, for times your bookkeeper is absent.

As a QuickBooks Pro Advisor, I can keep clients up-to-date and match programs to needs.

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