Services

Tax Return Preparation and Planning Services

Since 1999 I have been preparing individual, corporate, and other business returns. My goal is to quickly and accurately get you the largest refund legally possible, so that you can keep more of the money you work hard to earn. I view the client relationship as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Through reading, research, and continuing education I strive to stay aware of any tax law changes that might be beneficial to you. 

Auditing and Attestation Services

I have been the lead accountant on hundreds of engagements since 1999, providing me the audit and review experience that you deserve. I specialize in auditing homeowners associations and have an intimate knowledge of the unique nature of HOA accounting. I have performed audits for a variety of HOA types, from large to small. From a few single family homes to a large development of varied residential units, I will gladly give you the attention and service you are due. I always approach the audit work with independence, objectivity, and honesty. 

Bookkeeping Services

I can help you keep your monthly or quarterly operations in order. I have experience in compiling monthly or quarterly financial statements in a host of different business sectors.