Services for Individuals

We have had extensive experience and success representing clients before the IRS, including:

• In-person examinations
• Examinations by mail
• Collections
• Offers in Compromise

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

It is never too early to start planning for retirement. If you want to live the same lifestyle—or an even better one—than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses. I also have a network of professionals who can guide you with investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Bundled services are available for those who want tax preparation as well as a consultation and planning throughout the year.