I consult with clients regarding tax planning and forward-looking strategies to manage their taxes, whether they are an employee of a business, starting a small business of their own, retired, or managing rental properties or financial investments. I enjoy helping small business clients improve their record-keeping procedures in order to produce meaningful reports to help manage the business better. I am also a certified QuickBooks ProAdvisor.I prepare individual, fiduciary, partnership, S-corporation, and C-corporation income tax returns. Our firm's three CPAs have a combined 60+ years of experience in the accounting and tax fields, so we work together on the most difficult concepts to make sure each return receives the attention it needs to be competed accurately and to the taxpayer's benefit whenever possible.Our firm can assist with compiled and reviewed financial statements to help business owners monitor the financial condition of the business, as well as to meet the needs of banks and regulatory agencies.I help our firm pursue new technology opportunities to make our processes more efficient so we can spend more time with our clients. I have led the effort to set up a client portal to share information online, but we strongly encourage direct contact and schedule face-to-face meetings with clients whenever possible. Most of our clients have been with our firm for 10 years or more, which is evidence of the long-term relationships we aim to build.

Draft estate planning documents, including trusts and willsManage client communication and follow-up

Assist with planning for prospective students visiting campusLocate and arrange housing for visiting studentsGive tours of college campus, discuss college experience with visiting students

Monitor student computer labsManage help desk; answer calls and assist with computer problems for professors and students