Tax & Advisory Specialist
My firm has the resources, experience, and depth of knowledge to offer the following services to both businesses and individuals. I can deliver the services you need in an honest, professional, and cost-efficient manner.
I cater to a wide range of clients including, but not limited to professionals in real estate, construction, medical, wholesale, retail, advertising, architecture, restaurants and internet start-ups, to name just a few.
My accounting and financial planning expertise spans over 25 years right here in Arizona dealing with a wide array of financial and tax issues.
By combining honest and friendly service with state-of-the-art technology, I am able to provide exceptional accounting, tax and consulting services at reasonable prices.
Areas of Practice
Financial Forecasts & Projections
Tax Planning & Preparation
Estate & Trust Tax Preparation
Business Succession Planning
Personal Finance Planning
Business Entity Selection