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Services For Individuals

A Tax Headache Is Only One Mistake Away

Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax preparation software and found it confusing, you’re not alone. As the tax code becomes more complex, so does tax preparation software -- and you might not be getting all of the tax breaks you’re entitled to.

Here’s something else you might not know: When you use tax software, you might not understand what’s on those forms you sent to the IRS. If the IRS audits your return, do you know that your tax preparation software is not liable -- you are. Why take a chance?

How Can I Help You?

Affordable, experienced, and friendly, you can count on me for all of your tax preparation and accounting needs. Take a look at the tax services for individuals below or give me a call to find out how I can help. You’ll be glad you did!

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.

Wealth Management

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. I am here to assist you every step of the way.

Elder Care

With elder care services, you get the help of a caring, honest and knowledgeable professional. Someone who's on your team and is looking out for your loved one's best interest.

I take care of your books for you, so you can get back to the job of running your business and generating profits.
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I offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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I offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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I'm here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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I offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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