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For Potential New Clients
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Meet & Greet (5/1 – 12/15)
New to town? Your CPA retired? Looking to switch firms? Let’s meet and see if we are a good fit.
Please bring a copy of your last two year’s tax returns for a complimentary estimate.
I look forward to seeing you! For the most up to date information regarding fees please click here.
I inherited money – what do I do? We are getting married – now what? I want to sell my business – what are the tax consequences? How can I assist you?
Retirement planning, college savings, investment advice – let’s do it!
Got a nasty-gram from the IRS? Haven’t filed for a while? Need a payment plan? I am here to help!