Tax Preparation and Planning

Effective tax preparation and planning are key to minimizing your future tax liability. Proactively managing both your personal and your small business tax situations as they arise can go a long way.  I understand how business opportunities as well as every day life changes can impact your tax status. Not all tax planning opportunities are readily apparent but by having a trusted advisor on your team, you are more likely to be prepared when they arise.

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IRS Representation

An IRS letter or audit can be an intimidating and complex process. As an Enrolled Agent, I can be there for you if such a situation should arise. You can rest assured that I will use my many years of experience in dealing with tax matters, big or small 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.