Welcome to our website! Talk to our experts today.

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

Subscribe to Newsletter

Our Services

img

Individual Tax Returns

Federal, state and local tax returns and filing instructions are carefully prepared for all my clients each year. My goal is to educate you during your appointment and have you leave well informed and organized with a folder designed for easy reference a

Learn More
img

Business Tax Returns

A variety of small and medium sized business tax returns are prepared each year.

Learn More
img

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Learn More
img

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Learn More
img

Bookkeeping

Complete bookkeeping services for small businesses.

Learn More
img

Business Valuations

Establishing the proper value of a small business.

Learn More
img

Financial Planning

Full service Financial Planning for future goals.

Learn More

GET EXPERT ADVICE TODAY

img

Send Us a Message


NEWSLETTERS

Client Update Newsletter: May 2023

It's never too early to start thinking about cutting next year's tax bill. In this month's newsletter, read about several ideas to help lower your 2023 tax obligation. And speaking of taxes, summer work often introduces several tax wrinkles that hit young workers and seasonal workers alike. So included this month are some hints to address taxes and summer employment.Spring is also graduation season! In addition to all those congratulation cards, why not spend a minute reviewing some classic money basics. It's a great review for both the newly graduated and for the rest of us as a reminder of how we can make our financial lives run a bit more smoothly.Finally, there's a word or two about managing cash for your business and how the concept of separation of duties is a classic way to head off any problems.As always, feel free to pass this information on to anyone that may find … Read more

Client Update Newsletter: April 2023

If it seems like the income tax has been around forever, well, it's sort of true.The modern Form 1040 was unveiled in 1913, the first year, after paying for the Civil War, that Americans were required pay income taxes to the federal government. With the April filing deadline right around the corner, this month's newsletter has a fun quiz to test your knowledge about this very first individual income tax form.And with inflation still upon us, included are some great ideas to help manage your money and tips to help reduce your monthly bills. All this and suggestions on identifying and managing scams that are all too frequently targeting older Americans round out this month's newsletter.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: March 2023

Recent legislation is taking a broad sweep at retirement accounts. While many of the rule changes are implemented over a number of years, some of them are important to know about right away. Summarized in this issue are some of the more important provisions.With the pending flow-through filing deadline on March 15th, it is important to understand the nasty late-filing penalty the IRS imposes. So if this impacts you and your side business, review this article.There are also ideas to help review your homeowner's insurance policy and a great article outlining tips to think about if you are looking to supplement your income during retirement.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: February 2023

Now that tax documents have started arriving in your inbox and mailbox, it's easy to set them off to the side to worry about later. There may be some benefit, however, to filing your tax return as soon as you can. In this month's newsletter, read about several reasons why you should consider filing your return early.There are also tips to help make sure the preparation of your tax return doesn't get stuck, and the keys to success if you're an independent contractor.Also read about 3 rules to help jumpstart your savings.As always, feel free to reach out with any question or comments. Read more

Client Update Newsletter: January 2023

It's tax time! In the next couple of weeks you will be inundated with W-2s and various informational tax forms like 1099s. By paying attention to them, ensuring their accuracy, and that you are getting them all, you will be miles ahead in getting your tax return done. Spend a minute reviewing ways to get your tax information organized. Then consider some alternatives to the traditional new year's resolution craze.All this plus new inflation adjustments are providing a retirement contribution opportunity for those who plan, plus ideas on resolving common financial surprises that will take the sting out of most of them.As always, feel free to reach out with any question or comments. Read more