services

I offer a wide range of financial services including tax preparation, tax planning, retirement planning, investments and life insurance. My goal is to help clients maximize their financial success.

 

tax preparation

 

I have over 20 years of experience preparing taxes for clients.  My goal is to provide excellent customer service, quick turn around times and reasonable costs.

 

 

 

 

Tax Planning

 

Did you have an unusual tax year?  Feel free to touch base throughout the year for a tax estimate before having a surprise at tax time.  Underpayment of income taxes can result in penalties.

 


 

 

retirement planning

 

Do you have retirement goals, but aren't sure where to start?  I can help!  

 

By using a planning approach, we can look at options that make sense for you and give you confidence to make retirement a reality.

 


 

 

Investments

 

Would you like a second opinion or assistance with your investments?  Want to be more tax efficient in your non-retirement accounts?  Just provide a current statement as well your overall goal and I can provide some guidance.

 


 

 

Life Insurance

 

Life insurance doesn't have to be scary or expensive, but it can provide piece of mind when life is unpredictable.  I'd be happy to assist with your life insurance needs.