What I specialize in

Estate planning

The concept is confusing, but what I can do is assist in making the whole process of Will, Trust and tax planning easier to understand and ensure that one’s wishes are fulfilled.

Owner-manager tax planning

This encompasses more than annual tax planning to include anything from asset protection to sale planning.

Death and taxes

Not a very fun thing to talk about, but dealing with the tax issues on the death of someone can be daunting and complicated.

General tax planning

The nuts and bolts of a tax professional; we may not know it off the top of our heads, but we sure know how to figure it out.