Heated debate ahead on tax reform proposals
President Obama recently said that he wants a tax reform/deficit reduction package by August and lawmakers have many proposals to consider. The President has introduced a $3.77 trillion budget for ...

Using your 2012 tax-year return to plan for the future
Did you owe tax on your 2012 tax return? Did you receive a sizeable refund? Or, conversely, did you receive a smaller refund than you expected? If so, take another look at your tax return from this...

The new 3.8 percent net investment tax continues to challenge
Questions over the operation of the new 3.8 percent Medicare tax on net investment income (the NII Tax) continue to be placed on the IRS's doorstep as it tries to better explain the operation of th...

How do I? Compute the small business health insurance credit
Under the Patient Protection and Affordable Care Act (PPACA), small employers can claim a credit for providing health insurance for employees and their families. Health insurance includes not only ...

FAQ: What is "cost of goods sold"?
A business that manufactures products to be sold, or purchases products for resale, must value its product inventory at the beginning and the end of each tax year to determine the cost of goods sol...

May 2013 tax compliance calendar
As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important tax reporting and filing data for individu...

FAQ: What tax breaks come with raising a child?
Taxpayers with children should be aware of the numerous tax breaks for which they may qualify. Among them are: the dependency exemption, child tax credit, child care credit, and adoption credit. As th...

February 2012 tax compliance calendar
As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important tax reporting and filing data for individuals...

Newsletters

Expertise. Superior Service. Knowledge You Can Trust.

Thank you for visiting my website! 

If you want to grow, prosper, and add value to your business, I have the right tools.  Whether you are an individual, a start-up company, or an established corporation, I promise you I will make your business my business.  You will get my personal attention to solve your business problems.

For individuals and their families, I realize that securing your financial future requires careful planning and foresight.  I will provide you objective and accurate financial advice to help you achieve your financial goals.

For businesses, rest assured that I will keep you abreast of the latest business issues that impact your specific business needs and objectives.  When tax burdens decrease your available financial resources, you need guidance from a skilfull financial professional to address tax challenges and grasp tax-saving opportunities.  Tax decisions are under a lot of scrutiny like never before.  Businesses are more exposed to the ever-changing tax laws and regulations.  Let me help you to be compliant to avoid penalties and minimize the risk of a costly tax examination.

I have the skills, commitment, and experience to provide you with dependable services you will always count on.  Please call me for an initial business consultation.        

Two Locations to Serve You: