Services

Tax Management Services

I offer a full range of tax planning and preparation in order to minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Representation Before Taxing Authorities

Professional representation can be vital during an audit.  I can guide client  in their dealings with federal and state agencies. If you have been chosen for an audit, this professional representation will add value and make a difference.  I can answer any and all questions the federal and state agencies may be asking of you.

Financial & Retirement  Planning

I can provide analysis, guidance and new ideas for existing and new financial plans that are designed for achieving your goals.  I can ensure your financial advisors are devoting enough time to get to know you, listening closely when you articulate your goals, understanding your aspirations, and are helping you determine your risk appetite.  More often than not financial advisors tend to sell products not services.  After overseeing a $275 million portfolio of investible assets, I am an independent and experienced advisor and can help you determine if you have the correct asset allocation and investment choices for your risk appetite and financial goals.

Trust Planning & Fiduciary Services

I view trusts and trust planning as a way to ensure your beneficiaries are cared for according to your  wishes either during your lifetime or upon your death.  Most trust planning usually works in conjunction with your estate plan and or Will.  Trusts can provide financial security for loved ones, minimize conflicts among beneficiaries and are extremely effective estate planning tools for minimizing taxes.  I can ensure your advisors, attorneys and trustees, have drafted and are administering your documents according to your wishes.  I have reviewed many trust documents that are inconsistent with the donor's wishes due to miscommunications or improper language.  This can have catastrophic consequences to your beneficiaries.

Estate & Gift Planning

Estate and gift  planning can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liabilities.  I believe everyone should have a well thought out and properly documented estate plan as to how to disburse their estate.  This will avoid complications, misunderstandings among beneficiaries and help ensure your wishes are followed upon your death.  Too often clients feel they have plenty of time to create a comprehensive estate plan and some of these clients never put such a plan in effect.  This procrastination leaves spouses and loved ones with the nightmare and costs of administering a poorly constructed estate plan. 

General Business Services and Consulting

This is the broadest range of services I offer since most business plans are diverse and specifically designed to achieve specific goals.  I can help  manage issues like cash flow, budgeting, and working with you to produce strategies that address the many challenges of business planning and execution business succession planning. I can provide accounting, financial statement and reporting analysis of companies using Quickbooks accounting software.  I offer new and creative ideas after working years with business entities and their owners