I am a full service Certified Public Accountant and small business consultant. I service a wide variety of clients ranging from individuals to medium-sized corporations, partnerships, limited liability companies, and sole proprietorships. I specialize in income and estate tax planning and preparation, retirement planning, business consulting, and personal financial planning including education needs.
Of course, in addition to specialty areas, I also provide accounting services including compilations, reviews, financial statement preparation, budgets and projections. Providing a complete range of professional tax and accounting services, at affordable rates is my primary comittment. I pledge to create an environment that will cause every one of my clients to view me as a trusted business advisor.
My accounting practice was formed with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, I care about each and every one of my clients.
Of course, in addition to specialty areas, I also provide accounting services including compilations, reviews, financial statement preparation, budgets and projections. Providing a complete range of professional tax and accounting services, at affordable rates is my primary comittment. I pledge to create an environment that will cause every one of my clients to view me as a trusted business advisor.
My accounting practice was formed with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, I care about each and every one of my clients.
Services
Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses.
We can deliver the services you need in a professional, fast, and cost-efficient manner.
Professional preparation of federal and state individual, corporate, partnership, trust, estate and gift, and LLC/LLP entities at competitive rates.
We can also assist in filing past years returns if necessary.
Budgeting, cash flow analysis, college financing options, investment options, life and disability requirements, personal financial statements, retirement and estate planning.
We can deliver the services you need in a professional, fast, and cost-efficient manner.
Professional preparation of federal and state individual, corporate, partnership, trust, estate and gift, and LLC/LLP entities at competitive rates.
We can also assist in filing past years returns if necessary.
Budgeting, cash flow analysis, college financing options, investment options, life and disability requirements, personal financial statements, retirement and estate planning.
I have known Bob for several years and value his sound opinion.
In these times of fast changing business conditions and ever changing tax laws, a clear point of view is essential for the long term.
I trust Bob to provide me with that perspective.
I have been a small business "adventurer" for most of my professional life, good news/bad news.
During this time, an important lesson I have learned is that you need a good CPA and a good lawyer, both of which you must feel comfortable with, communicate with and listen to, even when it is bad news.
In these times of fast changing business conditions and ever changing tax laws, a clear point of view is essential for the long term.
I trust Bob to provide me with that perspective.
I have been a small business "adventurer" for most of my professional life, good news/bad news.
During this time, an important lesson I have learned is that you need a good CPA and a good lawyer, both of which you must feel comfortable with, communicate with and listen to, even when it is bad news.
Our website provides a variety of resources to help you with personal and business financial issues, to keep you informed on current affairs, and to provide a portal to the most valuable sources of information on the Internet.
A wide selection of calculators will help you answer many important questions concerning your personal finances - home mortgage, auto financing, loans and credit cards, retirement, savings, investments, and insurance.
If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
A wide selection of calculators will help you answer many important questions concerning your personal finances - home mortgage, auto financing, loans and credit cards, retirement, savings, investments, and insurance.
If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
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