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Individual Services

You Know Us For Taxes. You'll Love Us for Everything Else We Do.

Tax Preparation
Personal, Estate and Trust returns. Federal and all States. Fees start at $75 per signature return, plus $35 and up for each form or schedule required for filing.

Tax Planning
We consult on proactive solutions to increase your after-tax income.

Tax Problems
We can represent you with the IRS and help resolve those problems.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. With several investment account options available, we can help keep your money fully invested, yet readily available for you in case you need access to it for business, pleasure or any for kind of unplanned event. 

  • Professional Money Management 
  • Securities (Stocks, Bonds, Mutual Funds, Muni’s etc) 
  • Retirement: (IRAs, SEPs, Rollovers) 
  • College Planning (529 Accounts)