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Tax Preparation and Planning Services

Tax Preparation and Tax Planning Services
Individual Tax Returns


We have been preparing individual tax returns for almost 20 years. This includes preparing Individual returns for US citizens, residents of US possessions, and foreign nationals.  

Our practice is primarily focused on small business owners and professionals with fairly complex returns.  Most have income from real estate investments, stock investments, and other business activities.

We are NOT a high volume transaction based service that does your return and says goodbye like some of the national chains.  We focus on earning your trust and confidence, and develop a long term relationship with all our clients.  Contact us today and let's get started making your best future a reality!

Tax Compliance

Have you received a demand notice or collection letter from the IRS?  Don't panic!  As a CPA, I can represent my clients before the IRS and Tax Court.  

Let me take guide you through the process and a positive outcome!  I have helped many clients resolve their tax issues with the IRS and breathe a deep sigh of relief.

Business Tax Returns


We prepare a variety of business returns for our clients.  These include the following types of returns:

  • Sole Proprietorships - Schedule C

  • Partnerships - Form 1065

  • LLC's - Sch C or 1120

  • Corporations - 1120

  • S Corporations - 1120S

Financial Planning


We have been working with individuals and businesses for over 20 years helping them manage their finances, develop budgets, prepare forecasts, and make sure they are on the right track.

Whether you are planning for retirement, college costs, insurance, marriage or a new addition to the family, contact us.  We can discuss your goals and objectives and the best way to implement a plan to do so.

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