Websites are a "one-way conversation" - I'd much rather sit down in person with you and hear your particular concerns.
If it matters to you, it matters to me.
These pages are just meant to be an introduction - a "no-risk" way for you to get a feel for who I am, and the kinds of services I offer. So please browse the pages of this site, and feel free to call or e-mail any questions or suggestions.
I've included some resources here that others have found helpful:
Visit the Services Page for info about some of the ways I can help you.
And if you don't see what you're looking for, ask!
Keep Up To Date on tax planning news & reminders by reviewing the Client Newsletter - it's "Tax News You Can Use!"
Review Tax and Financial Topics of Interest (and in-between-newsletters news items) in the Smorgasbord section.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Use the Links Section to access federal, state & local government websites, and financial markets information.
Feel free to visit often, as I'm always updating the site to bring you news and information you can use.
I appreciate you taking the time to stop by. I truly value ongoing client relationships - most of my clients have been with me for many years. I'm not in business to see how many tax returns I can crank out. I am here to be a trusted advisor, year-in and year-out, someone you can call when you have questions, and someone who will call you when there's something you need to know about.
Does that sound like what you're looking for? If so, then let's talk about it.