Welcome

I will expertly handle your crucial tax and legal service needs.  With 30 years of experience and dual licensure as a Certified Public Accountant as well as an Attorney at Law, you can trust that my work will be timely, affordable, and of the highest quality.  

Services Offered

Tax

I provide tax compliance and consulting services to individuals, businesses, trusts, and estates.  You can rely on me to carefully review your tax situation, find the most beneficial tax strategy, and accurately prepare all the necessary forms.

I will work with your other business advisors or directly with you to ensure that your tax plans and strategies are co-ordinated with your other objectives and goals.

Legal

I provide legal services to individuals including the drafting and review of wills, trusts, durable powers of attorney, and health care directives.  I support business entities by reviewing and drafting legal documents (contracts, business entity agreements) and by providing business entity formation services.

Mission

My goal is to:

• Provide highly skilled and professional services at an affordable price on a personalized basis.
• Provide exceptional value to clients by utilizing the skills, knowledge, and experience I have acquired as a CPA and attorney.