Tax Compliance:

  • Individual and gift tax returns
  • Small Business tax returns
  • Trust and estate income tax returns

Representation before IRS and state tax authorities:

  • Notice review and response
  • Penalty assessments
  • Audits
  • Payment Negotiations

Financial Coaching  and Assistance:

Services on an hourly basis to assist individuals transitioning to managing personal finances (i.e., recently graduated, divorced, widowed or coping with the disability of a spouse or family member) 


  • Reviewing and paying household bills, budgeting, record keeping
  • Monitoring receipts and disbursements
  • Planning retirement account distributions
  • Monitoring investment portfolio in conjunction with investment advisor
  • Quickbooks
  • Monthly, quarterly, annual financial statements