Services

I specialize in individual and small business tax returns, advisory and bookeeping services. I stand behind my work and I guarantee support all year round. My focus is to build long-lasting relationships with my clients. With e-filing, the tax, advisory and bookkeeping process is now very convenient and my services are available in all US states. You can choose to drop off, mail or electronically send me your documents. I strongly encourage first time clients to schedule an appointment and meet with me in person if possible!

Tax Preparation

My main responsibility is to get you the largest refund or the lowest amount due possible. As a client of mine, you are guaranteed the below services. I guarantee that the returns I prepare are of the highest quality and accuracy. In any case, I will stand behind my work and assume any responsibility and fees in case you get audited from the IRS. E-filing & Convenience: I use the latest software which allows me to e-file and send you documents to e-sign via e-mail. What does this mean? You don't even have to leave your house! Simply email me a scanned copy of all your forms and I'll do the rest!

Tax Advisory

Tax laws are complex and constantly changing. I am happy to explain your tax return and how I arrived to the bottom line. Which items helped you get a refund and which ones hurt you, as well as offer tax advice for the coming year to help you maximize your tax and financial position and help you understand the tax effect of each decision.

Bookkeeping/ Compilations

As a small business it can be frustrating keeping track of transactions, while not being able to afford a full-time bookkeeper. I can take care of ALL your financial and accounting activities using Quickbooks. As a licensed CPA I can also prepare and sign off on compilations when needed.