Services

If you’re looking for someone who 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 advice to your specific circumstances.

Tax Preparation and Planning

Effective tax preparation and planning can help you minimize your future tax liability. I can help you proactively manage both your personal and your small business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. 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 your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

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IRS Representation

An IRS audit can be an intimidating and complex process. As an Enrolled Agent, I can be there for you if you or your small business faces an IRS audit. You can rest assured that I will use my many years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS.

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Business Consulting

As a business professional, and a true business partner, I understand that you have a talent and passion for your business but sometimes issues arise that can take you away from what you love to do. I am available and stand ready to help you deal with any business problem or opportunity. As your tax professional, we can work together to be sure you are making the right decisions for the future of your business.

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Call 760-552-2012 or E-mail me to schedule your appointment.