Manage your money - we can help.

Accounting & Tax Services

  • Provide monthly budget to optimize wealth and savings.
  • Prepare and file returns with supporting documentation.
  • Identify financial transactions on related tax implications.
tax services

“Enrolled Agent status is the highest credential the IRS awards.” IRS.gov, 2020

tax return

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    Mission: Perform as a responsible steward for those individuals who need assistance in retaining and optimizing their financial resources.

    My mother worked as a Managerial Administrator and after retirement found herself in need of both financial and medical matters that she once took care of for her family. Following her stroke, I became her voice.

    Inevitably, these events became a lifestyle change for her and our family. I relied upon professionals and other compassionate, experienced persons, to continue in her care, and will always be grateful to those who have walked alongside me.

    So, it is my purpose now to provide an extension as a qualified resource to my clients, and peace of mind to the ones who care for and about them.