Analysis of tax laws, planning and structuring of transactions to reduce tax impact and ensure compliance.
Preparation and submission of tax returns, optimization of deductions and credits to minimize tax liabilities.
Manage payroll, deductions, contributions and benefits to ensure timely and accurate payments.
A specialist in death tax and estate planning, I am a graduate of STEP Worldwide and have earned my certification as a TEP (Trust and Estate Practitioner). As such, I do tax returns for deceased persons and estates. I also do personal and corporate taxes. I'd be happy to help you in these areas. As a trained financial planner, I have a different view of your tax situation than an accountant. So I can work with you to plan your long-term tax situation. My mission is to offer my clients unparalleled service, and to fulfill the mandates you give me, all in full compliance with tax laws.
