I will guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. My experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Effective estate and trust planning can ensure financial security for loved ones. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax and estate. Whether you are developing an investment strategy or evaluating current investments, I can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide you in your dealings with federal and state agencies. If you have been chosen for an audit, my professional representation can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be requiring you to answer.