CPA,
Tax and Financial Services Provided
My clients are primarily small businesses, individuals, trusts
and estates and therefore, my work performed is generally in
the following areas:
Tax Return Preparation (including e-file) for federal and
state (all states):
• Individual Income Tax Returns
• Corporate Income Tax Returns.
• Partnership Tax Returns
• Trust Income Tax Returns
• Estate Tax Returns.
Planning and Consulting in the Areas of:
• Income tax planning
• Planning for Education
• Planning for Retirement
• Eldercare Planning
• Long-term Care Planning
• Estate Planning
• Sale of Personal Residence
• Personal Financial Planning
Financial Services Available
• Long-term Care Insurance
• Life Insurance
• Fixed Annuities
• Other Investments
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