created by NextStep eSolutions


Each of us has a silent partner in our financial lives, and he gets greedier everyday. A partner who doesn't work for our money like we do, but siphons our financial security just the same. A partner known as the government.

I've developed solid business relations with the IRS, and we know the new tax laws and IRS regulations (for all 50 states, too) as well as any auditor. S
o we can make sure you don't pay Uncle Sam a penny more than you legally have to at tax time.

Plus, we stand behind our work. we tell every client, should we make an error that results in a penalty, we'll pay the penalty.


· Tax Planning and Preparation
· Estate and Trust Tax Preparation
· IRS Representation
· Retirement Planning
· Investment Review
· Stock Option Planning
· New Home Purchase / Property Sale Planning