What We Provide

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Tax Preparation

I am experienced in all facets of tax preparation, including filing individual, small business, partnerships & estate returns. Our comprehensive interview techniques & computerized return preparation process assure that your return is complete, correct and presented in a timely manner.

Financial Planning

With over 40 years of experience, I aide in the facilitation of assisting clients with reaching their short-term and long-term financial goals.

Happy Clients
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Happy Clients
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