Welcome! Talk to our experts today.

With over 30 years experience, I specialize in:

 

  • Tax return filing and tax planning for individuals and small businesses
  • Bookkeeping and financial statements for small businesses
  • Corporate  & Partnership tax return filing
  • Nonprofit & Trust tax return filings
  • US Tax Returns for International Individuals and Entities


Office Phone (585) 248-8884 or Cell Phone (585) 314-8323

 

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

Our Services

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Estate & Trust Income Tax Returns

Estate & Trust returns to fit your needs

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Individuals Returns & Planning

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

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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.

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Consulting

New Business Consulting & Setup

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Business Valuations

Establishing the proper value of a small business.

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Financial Statements

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

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Business Tax Returns & Planning

Small business tax return preparation and filing offered to our clients.

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