Income Tax Planning & Preparation

Preparing a tax return is filling in numbers on a form. Tax planning is a creative and innovative process that requires understanding of a client’s entire situation, needs, desires and integrating it to help you maintain or improve their wealth based on their goals.

I offer professional preparation of most tax returns – individual, corporate, exempt organizations, trusts, and business property. I continuously monitor federal and state tax law changes to allow my clients to minimize current and future tax liabilities.