Free initial consultation, in person or by phone, and analysis of client records to allow recommendation  of clients’  best options or course of action.

Results

I work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

I am your trusted partner in success. I am able to offer a full range of professional services at a fair price, as well as give you the individual attention that you deserve.

I provide year round service to my clients Monday through Friday with extended availability during tax season on weekends and evenings by appointment.

Relief

Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.

I have a 24 hour response time, except on weekends when it is not tax season. My clients know they can text me, email me or leave a message and I will get back to them right away.

Biography

As an ENROLLED AGENT (EA), I am federally licensed by the U.S. Government to represent taxpayers before the IRS in all 50 States. For over 33 years, I have helped clients by preparing tax returns, representing taxpayers in IRS and State Tax Audits and resolving clients’ State and Federal tax issues.  

I maintain a substantial bookkeeping practice. I assist businesses large and small with their accounting needs, such as: Sales Tax preparation, Payroll, Worker’s Compensation Audits and preparation of Financial Statements.

Services are tailored to provide only what is required for each unique business. My practice has performed services for: Doctors, Veterinarians, Attorneys, Dentists, Realtors, Auto Mechanic shops, gas stations, take-out restaurants, full-service restaurants (some with liquor licenses), farming of various crops, flowers shops, grocery stores, liquor stores, various types of contractors including landscapers, roofers, general contractors, Ore Mining, Car Washes, retail clothing stores, gamblers, corporations, partnerships and trusts.

My business background includes time spent in banking, insurance and real estate industries which included the preparation of loan packages for the successful procurement of loans for business expansions.

I am confident that whatever your Tax issue or bookkeeping need, I can help you resolve it. 

Thank you for your interest.