Who I work with…
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Individuals
As a dedicated CPA, I offer personalized accounting and tax services tailored to meet the unique financial needs of individuals. Whether you're looking for expert assistance with tax planning and preparation, personal financial planning, or navigating the complexities of estate planning, I am here to provide you with the individualized support and strategic guidance necessary to optimize your financial well-being.
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Businesses
I specialize in providing comprehensive accounting, tax, and advisory services to businesses of all sizes and stages. Understanding the diverse challenges faced by businesses today, I offer customized solutions that support growth, improve financial health, and ensure tax efficiency. My services for businesses include bookkeeping, tax planning and compliance, payroll support, and strategic business consulting, all designed to drive your success.
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Trusts & Estates
For trusts and estates, I provide expert tax planning, compliance, and administration services, tailored to meet the specific needs of fiduciaries and beneficiaries. Recognizing the importance of effective management in preserving wealth for future generations, I work closely with my clients to ensure that their financial and estate planning strategies are aligned with their goals, helping to secure their legacy and minimize tax liabilities.