Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
IRS Representation
Struggling with IRS issues can be overwhelming, stressful, and financially draining, but hiring a tax resolution specialist can help you regain control and peace of mind. We have in-depth knowledge of tax laws, IRS negotiation tactics, and settlement options that can significantly reduce your tax burden, penalties, and stress. Whether you’re facing wage garnishments, bank levies, tax liens, or unfiled return penalties, we will work on your behalf to negotiate the best possible outcome — often securing reduced settlements, installment agreements, or even penalty abatement. Instead of risking costly mistakes by handling the IRS alone, trust us to navigate the complex tax system and protect your financial future.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.