Tax Planning and Preparation 

• While the opportunity for tax planning has become more limited, there are still many options available for families and the small business owner.  As part of the my tax preparation process I review potential tax savings strategies with you. Additionally, I am available to review the prospective tax impact prior to your acquiring or disposing real property interests.  

Estate Planning 

• In estate planning, I analyze the financial aspects of the present and anticipated future values of your assets. In concert with your legal council, I will assist you in establishing the course of action needed to meet family objectives and to protect and preserve your assets.  .