My approach is proactive and relationship-oriented, with an emphasis on educating my clients while keeping the process as simple and as pain-free as possible from their perspective.
Working alone allows me to become completely familiar with each client’s unique tax situation and to directly address their personal needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your small business tax issues, including understanding how upcoming opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By asking questions and having discussions sooner than later, you are more likely to benefit from those opportunities and avoid pitfalls. I consider ongoing education to be of the greatest importance, as understanding how the latest federal, state and local tax developments affect my clients is one of the greatest services I can offer.