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Tax Preparation
My firm prepares all federal, state and local income tax returns for individuals and small businesses at competitive, affordable rates. All returns are electronically filed. With the recent passing of the 2017 Tax Cuts and Jobs Act (TCJA), which is in effect thru 2025, there have been significant changes to the IRS tax code. In this environment, it pays to have a tax professional who can navigate and take advantage of all the changes related to your tax situation. I am very client-oriented and maintain a good rapport with all my clients.

Accounting Services
My firm offers a complete range of accounting services, including bookkeeping, payroll and quarterly payroll reporting for small businesses. I also prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) which goes hand in hand with my bookkeeping services. These financials can be used by banks, investors, and other third parties.

My firm provides full-charge bookkeeping services, including general and adjusting journals, sales due diligence, bank statement reconciliation and the preparation of financial statements.

Custom Payroll Service
My firm offers you the complete payroll services available from service bureaus, with three key differences--a far superior level of personalized service, total flexibility, and the best value. Unlike payroll service bureaus that use a "one size fits all" approach , I have the capability to provide a comprehensive payroll service that can be precisely designed to meet your unique needs. My completely flexible state-of-the-art system offers remarkable capabilities that enable my firm to work collaboratively with you. Based on my intimate knowledge of your business and consultation with you, I will design a payroll service that is optimal for your company’s needs. You won’t find this level of personal, customized service from any service bureau at any price.

After-The-Fact Payroll
My firm offers an after-the-fact payroll service for those of you who prepare your own payroll. You, the client would continue to prepare your own payroll, while my firm takes your information and files the quarterly compliance forms, year-end filings and tax forms. Filings include Forms 940, 941, State Withholding, State Unemployment, Federal Unemployment, Local Earned Income Tax and the preparation of W2's and 1099's. Many of these filings occur electronically.

Personal Financial Planning
My firm offers basic personal financial and retirement planning services and will help guide you in the achievement of your financial goals.