Services We Offer

Your tax filings should be more than a history report.  Tax planning is a foundational tool in helping you keep more of your money.  While death and taxes are inevitable, I strive to keep the latter as stress-free for you as possible.

Individual or business,  you can have peace of mind knowing your taxes are being prepared with your best interests in mind.

You didn’t go into business to become a QuickBooks Ninja.  Or to understand “accountingese”.  I ensure the accuracy of your financial statements and put them into terms that will empower you in  your business, not confuse you.

Whether “in the cloud” or on-site, we can meet your needs!

CFO Services

Every business has unique, complex needs. We take the time to listen and then partner with you in creating a plan with measurable results.  We offer both Private and Family CFO Services.