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When was the last time you had a tax plan review? How did it go? Did you leave knowing MORE than you did when you came?

If any of the answers are a form of never, I don’t know or no…. then it might be time to have a comprehensive review of your tax plan by a professional BEFORE you start making financial decisions. Taxes, and having a tax plan is a vital piece of everyone’s financial puzzle. We do not often think about tax planning until AFTER we find out we need it. In fact, I find that many situations where I represent taxpayers before the IRS or State Taxing Authorities, come from a lack of tax planning.

While we are young, single, working for someone else, have no children and own no assets…taxes are no big deal, an almost afterthought. They are paid and rarely seen. Sometimes they end pleasantly in a refund even.

As we get older, venture out financially, have relationships, acquire assets, start families, re-arrange and add to families, experience the illness or passing of a loved one, support our children in their futures, change jobs, retire, own anything…taxes and tax laws permeate more of our lives, and can effect us much more deeply on a financial level.

THAT is why planning to meet and utilize the tax laws is a key tool of the financially successful.

Services Provided

  • IRS and State Tax authority Representation / Resolutions
  • Retirement and Estate Tax Analysis / Planning
  • Employer Taxes and Benefits Consulting
  • Individual and Business Tax Preparation / Planning
  • Business Setup Consulting / Administration
  • Setup and Filing

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Tax Resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

A list of important dates from the federal tax calendar

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.