Products & Services

My professional services include:

Tax Preparation and Consulting

• Income Tax Preparation
• Business Tax Returns
• Tax Planning and Consulting
• Taxpayer Representation
• Inheritance and Estate Taxes

Investments*

• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts

Financial Services

• Retirement Plans*
• Tax Plans
• 401(k) Planning*
• 403(b) Planning*
• College Plans*
• Estate Plans
• Money Purchasing Plans*
• Profit Sharing Plans