Services

Retainers
I prefer to work with clients for the long term and so I charge by retainer. A retainer arrangement gives my clients unlimited service for one annual (tax deductible) fee. With a retainer you get comprehensive financial planning, investment implementation, portfolio monitoring, tax preparation and an ongoing professional relationship.
For more detail, visit Retainer Service.

Tax Preparation
I offer tax preparation and electronic filing for people who want the security of a professionally prepared tax return. I stay up-to-date on the latest tax laws and offer strategies tailored to your personal situation. Working with an expert means you pay your required tax and not a penny more!

Visit About Me to find out....about me.