I have been working with individuals and businesses in the area for several years.
I have extensive personal and professional experience.
I am a qualified representative licensed to sell a variety of investment and insurance products.
I have extensive training in tax preparation for personal, corporate, partnership, trust and estate returns. Each year I continue to take classes and attend seminars to keep up to date with the latest changes in the tax laws.
I was a bookkeeper for many years in the small to mid-size corporate companies before opening my own bookkeeping business. I specialize in starting up new companies or helping you straighten out your books if you have been neglectful or the IRS sends you deficiency letters.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.
I am looking forward to using my expertise to help you pursue your financial goals.