Services
Tax and accounting work for individuals, families and small businesses.
Tax return preparation and tax planning
Accurate, on-time returns and a plan for the year ahead. Planning during the year is where most tax savings come from.
- Individual and family income tax returns
- Small business and self-employed returns
- Capital gains tax planning
- Estimated tax payments and year-end planning
Bookkeeping and financial statements
Clean records so you always know where the business stands.
- Ongoing bookkeeping and account reconciliation
- Preparation of financial statements
- Records organized and ready for tax time
Trust and estate administration
Support for executors, trustees and families during a difficult time.
- Tax returns for trusts and estates
- Accounting for estate and trust assets
- Guidance on the tax steps of settling an estate
Questions about your situation?
Please contact my office with a brief description of your situation. I will let you know promptly whether my services are a good fit.
Contact me