A core specialty is the preparation of Federal and State tax returns for individual taxpayers.
Since assuming the lead position in 1995 from my father, who started the Loiselle practice in 1967, we have made it a goal to know our clients and provide that personal touch to ensure we can provide the best guidance and tax advice possible. It's this personal touch that my father taught me that remains a vital part of my success as a CPA and trusted advisor.
I have clients all over the USA and in several foreign countries, many through referrals from existing clients. A referral is a sign of confidence in my service. When a client is local, the most successful appointment is one where we meet together and talk through the entire return. Many clients will tell you that it's through this process that I have helped to minimize their tax obligation. At the end of your appointment, I will electronically file your return and work to have amounts refunded or paid in the manner your most comfortable.
During your appointment, it's a great time to bring all your other questions so I can assist in any way possible. In addition, I field questions and issues throughout the year. Email, text or set up a time to talk and we can resolve issues as they arise.
My practice is geared towards your work schedule. I am available to meet nights and weekends. We all know the line, "I have a guy", well, I'm the guy. Feel free to send me a message if you want to discuss how my 25 + years as a CPA and financial professional can help you achieve some of your financial goals.
Thank you for your time and for the opportunity to be of service.