Services

Wills & Trusts

I’ll prepare documents to direct the distribution of your assets after you die, using a trust to save time and money by keeping your assets out of the probate system. I’ll also help you designate a guardian for your children and ensure your loved ones are taken care of.

Living Wills & powers of attorney

I’ll document your desires for your health and financial care should you become unable to make decisions for yourself.

Tax Resolution

I’ll represent you before the IRS or state tax authorities, and help to resolve issues including back taxes, installment agreements, offers in compromise, and trust fund recovery penalties.

Tax Preparation & Planning

I’ll file your tax returns and help you make decisions throughout the year to minimize your tax liability. I provide services for both individuals and businesses.

Bookkeeping

I’ll reconcile your bank accounts, categorize your expenses, and provide advice on practices that may benefit your bottom line.

Business Organization

I’ll recommend how to best organize your business from a legal and tax perspective. I’ll prepare all necessary state entity and license filings.