Services Offered
With over thirty years of extensive business experience, I offer many business services geared to provide guidance and education so you can make the best decision for your circumstance. Clients who come to me for financial consultation have no obligation to come to me for tax services and vice versa. I am here to facilitate your success and to help you solve economic problems. I make referrals to other professionals as appropriate.
I offer financial planning services and counseling without the bias of trying to sell you something.Want to know more? Simply highlight the area of interest. Still need help? No problem. Go the Contact Us tab and email the office.
Financial Planning
Help with End of Life Issues
What do you do when someone dies? I provide guidance and education for those left to pick up the pieces.
Personal Financial Planning
Personal financial planning to meet your specific goals.
Economic Decisions
Let me help you make smart financial choices.
Portfolio Review
Portfolio review from an independent perspective.
Pension & Profit Sharing Plans
IRA? SEP? Learn the best pension options for you.
Retirement Planning
Blueprint your retirement now.
New Homeowners
Are you a new homeowner or want to be one?
Tax Planning
Tax forecasting and investment tax planning services.
Tax Preparation Services
Individuals
IRS Form 1040's for personal income tax.
Business Taxation
Tax preparation for your business.
Estates and Trusts
IRS Forms 706, 1041 and 709.
Tax Projections
Is your withholding enough? Don't owe on April 15.
AuditAssistance
IRS and FTB representation and assistance.
Consulting Services
Business Start Up
Find out how to get a new venture going.
No-Obligation Second Opinions
Second opinions with a fresh look and no pressure.
Business problem solving
I help your team solve problems on a specific or ongoing basis.