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Tax Preparation & Audit Assistance


Over 30 years of experience with taxes auditing & accounting


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  • Leave me a comment or feedback with Questions and Comments button above or on the Contact Us page. Read updates on taxes and news on the Newsletters page. Find helpful calculators on the Financial Tools page. Find helpful Internet resources on the Links page. On the Info Center page is a organizer to fill out and send to the office prior to your appointment. You may also subsribe to the News Letter via Link is below.
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Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain / loss data for the preparation of your tax return. Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.

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