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Services For Individuals

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A Tax Headache Is Only One Mistake Away

Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax preparation software and found it confusing, you’re not alone. As the tax code becomes more complex, so does tax preparation software -- and you might not be getting all of the tax breaks you’re entitled to.

Here’s something else you might not know: When you use tax software, you might not understand what’s on those forms you sent to the IRS. If the IRS audits your return, do you know that your tax preparation software is not liable -- you are. Why take a chance?

How Can I Help You?

Affordable, experienced, and friendly, you can count on me for all of your tax preparation and accounting needs. Take a look at the tax services for individuals below or give me a call to find out how I can help. You’ll be glad you did!

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.

Wealth Management

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. I am here to assist you every step of the way.

Elder Care

With elder care services, you get the help of a caring, honest and knowledgeable professional. Someone who's on your team and is looking out for your loved one's best interest.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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