Tax Planning
There are times when advance planning can be of great benefit. Marriage, a new home purchase and retirement are but a few examples. Issues such as these have financial and tax consequences and it is important to understand these consequences in conjunction with your personal life style preferences. I am available to help you assess your situation with regard to these and other financial and tax scenarios.
Small Business Services
Bookkeeping, payroll, sales taxes, tax return preparation custom tailored to the needs of your business. Special attention is devoted to the needs of new businesses.
Investment/Retirement Planning, Counseling
I will assist you in understanding your current assets and the available investment options. Because I do not sell any form of investment vehicle, I am in a position to provide informed, impartial advice.
It is never too early to start planning for retirement. I can explain both the tax and financial advantages of beginning to plan for retirement now. Although I do not sell any financial products, I can assist you in making a decision with regard to the type of retirement vehicle that would be best for you or help you review the recommendations of another professional.
