All services can be done remotely. In person meetings may be available based on your location:

• Individual Tax Preparation - Filing of Federal and State Tax Returns. Max refund guarantee or I will amend your returns for free

• Individual Tax Planning - An In-depth examination of your current tax situation and recommendations on how to lower your future tax liability

• Personal Budgeting - Make your dollars go further with a custom personalized budget. We'll take a look at income and expenses, and make a plan to maximize your financial future.

• Business Bookkeeping, taxes, etc. - Help with business finances. Contact for more info.

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Other services may be available by request. Visit the contact page for inquiries and pricing quotes.