...because knowledge and experience matters

With over 30 years of experience, I provide dependable, accurate, and personalized financial services to individuals, small businesses, partnerships, and nonprofit organizations. From income tax preparation to bookkeeping and sales tax compliance, my goal is to help you stay organized, compliant, and confident year-round. You can count on expert guidance and attention to detail in every aspect of your financial management.

Bookkeeping Services

Stay organized and confident with accurate, up-to-date financial records.

  • Monthly or quarterly bookkeeping

  • Reconciliations and financial reporting

  • Expense categorization and cleanup

I handle the details so you can focus on running your business.

Income Tax Preparation

Expert preparation and filing for:

  • Individuals & Families

  • Small Businesses & Sole Proprietors

  • Partnerships

  • Nonprofit Organizations

I ensure your returns are accurate, compliant, and optimized for every eligible deduction and credit.

Other Services

Simplify your state and local sales tax obligations.

  • Monthly/quarterly sales tax filing

  • Compliance with local regulations

  • Tax Planning & Strategy

  • Year-End Reviews

    Avoid costly errors and penalties with professional guidance.

     

"I can't say enough about the outstanding service I received from your company. Their team went above and beyond to meet our needs and exceeded our expectations."

Oliver Hartman