Results

I’ve been a Certified Public Accountant for more than 30 years, specializing in taxation for most of that time with a Masters in Taxation from the University of Southern California. My clients are generally small businesses – sometimes very small businesses – and I provide a wide range of services for them. I provide advice on the legal form your business should take, on setting up accounting systems and procedures, and of course on how to reduce the amount you pay in taxes to both the IRS and the state. My goal is to help you reach your goals in a timely and cost-effective manner.

Relationships

I focus on your business, but my emphasis is on how that business relates to your entire life. It makes a lot of sense to have the same accountant work on both your business and personal taxes, as well as being involved in your estate and succession planning. Making money is important, yes, but so is keeping it, investing it, and using it to make your life better.

Relief

Navigating the financial side of your life and business can be scary. There’s a pretty steep learning curve, and my job is to help you through it.

And if you’re unlucky enough to get a letter from the IRS, I can help you through that process as well!