Tax preparation of all tax forms, Estate Planning, Non Profit Implementation, Family Office Services, Bookkeeping Services. I integrate my over 20 years of knowledge as a CPA and real estate to implement, plan and prepare many processes in the financial area. I offer all these services at a 10% discount off your previous professional invoice and seniors will get a 20% discount. Please contact me if you need my services. I am available 22/7.

I have used my real estate license to buy and sell houses but now that I have started my own CPA business, I will pursue that area more intently. I am available to list your house, give you comps in the area, and always available to show a house of interest. Please contact me any time, I am available 22/7.

Manage tax return preparation of partnership, LLC, S Corp, gift, trust, and individual returns. Manage the preparation of personal financial statements and bill paying processes for high net worth individuals. Organize and maintain a staff of three. Assist in estate planning with an outside tax consultant.

Began as an accounting manager for the retail side of the business. Later became the real estate and tax manager for the tax department. I took on the newly formed family office responsibilities by designing the processes used to this day in my new company. I prepared and managed the tax preparation and also assisted in estate planning with an outside consultant.