Clientele

Individual Client Services include personal tax return preparation, tax planning advice, and financial and estate planning services. Many individual clients are retired and have retirement and investment income. Others are working but have side businesses or significant other income to report.

Private Company Services include financial statement compilation, preparation of corporate income tax returns, and coordinating personal and corporate income taxes to achieve best result.
I work with private company owner/managers in a broad cross-section of industries including:

• Legal
• Medical
• Engineering and other technical services
• Construction
• Retail
• Architecture
• Real Estate
• Investment
• Commercial and Residential Rental Properties
• Aircraft leasing, sales and maintenance