I want to thank my clients for their trust and confidence over the last 30 plus years. Although I am no longer actively growing my practice, I continue to help current clients look for strategies and planning tools to assist them in meeting their federal and state tax obligations. In order to provide my clients the most current and up-to-date information, I attend various continuing professional education programs for taxation and accounting. Being an Enrolled Agent, I have always exceeded the minimum requirement of 72 hours of continuing professional education (CPE) over the 3 year license renewal period.
What sets me apart…
Some tax practitioners focus on simply preparing and filing client’s tax returns based on decisions and actions taken by clients during the previous year. I encourage my clients to communicate with me before making decisions and taking actions that might affect their tax situation. Having a relationship with my clients allows me to become a trusted advisor. With a proper understanding of both my client’s situation and tax regulations, together, we plan their tax obligations rather than being surprised by the consequences of uninformed decisions and transactions.
Please, feel free to browse my website to see the many helpful resources provided.
For current clients, I encourage you to contact me if you have a specific need.