Explore our service areas and product line.

Business Tax Returns & Planning

Estate & Trust Income Tax Returns
Estate & Trust returns to fit your needs
Business Tax Returns & Planning
Small business tax return preparation and filing offered to our clients.

Individual Returns and Planning

Individuals Returns & Planning
Tax returns and filing instructions have been prepared for 100's of individual clients each year.

Controller/CFO Services

Controller/Chief Financial Officer
Need a little more than a tax return or financial statement. My Controller/Chief Financial Officer services adds additional financial tools to help you make your business decisions.Use this firm as a sounding board for ideas and decisions.


New Business Consulting & Setup
Business Valuations
Establishing the proper value of a small business.

Financial Statements

Financial Statements
Financial Statement preparation for small business clients is a long-standing service of this firm.