Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are looking at funding options to plan for your retirement or developing a withdrawal strategy during retirement, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. As a Personal Financial Specialist (PFS), I am uniquely positioned to offer financial planning that is thoroughly integrated with appropriate tax planning.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage your personal tax situation. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and I am constantly identifying new ways to reduce federal, state or local tax liabilities.