Excellence in Taxes and all things financial

Tax and Accounting services customized to fit your needs

Tax Preparation

Sound tax advice is critical for your personal financial well being. It comes down to tax. We want to avoid surprises and implement effective tax strategies all year round. We explain tax implications in an understandable manner. Our clients’ situation changes during the year, involvement is the key to a productive relationship.


If you are a business, we provide support to you by reviewing the financial activity and focus on how best to manage your business. Expert advisors are here to assist you in making large financial decisions and everything in between. New requirements add to the stress level and we guide you through the process as things change each year

Data Analytics

We can take raw information and then summarize and visualize the story behind the numbers. We help solve problems and help make the correct strategic decisions.

Committed to Helping You

We are a small firm centered on giving the best service possible in our core competencies. My background was first in accounting with a Big 8 accounting firm. Over the years worked in accounting for large public companies and migrated to having a tax practice on a part-time basis. My mix of large and small business exposure has given me the understanding what is needed to run a business and provide a client centered focus on service for individuals or businesses.

Tax Services

:: Tax preparation

:: Audit support and representation

:: Effective tax planning

Accounting Services

:: Monthly or quarterly accounting meetings

:: Cash flow projection

:: Annual budget creation and reporting of actuals vs. budget

Data Analytics

:: KPI Dashboards

:: Exploratory data analysis for solutions to your problems

:: Modeling and Forecasting