Providing Personal, Proactive and Secure Taxation Services Tailored to Your Distinct Personal and Business Needs

Welcome. This website has been designed to serve as a useful resource for you. In addition to providing a Firm Profile, a description of Client Services, and Contact Information, there are many helpful links such as Financial Tools with interactive calculators and Newsletters that provide timely updates that directly impact you and your business. Click on Info Center and you’ll find an Events Calendar with critical filing dates, Federal Tax Forms and IRS Publications all in one place.  Under Links, you’ll find an assortment of pertinent financial, government, news- or tax-related websites. Obviously, these resources are not a replacement for taxation services, but my goal is to provide you with a curated “one-stop-shop” so that everything you need (personal/business) is easily accessible from one secure site.

Client Portal. With cybercrime an ongoing and escalating threat, security has never been more important. You must have confidence that your most valuable financial data is safe. For that reason, I have implemented the Client Portal which provides a streamlined approach to file storage and transmission with the highest level of encryption and password protection available.  This portal exceeds state and federal data requirements, so you can have confidence that your data is secure.