Tax Planning and Compliance

My earliest graduate school investments in (2) graduate tax degrees has been very rewarding to me and my family. Fundamentally I believe if my client and I invest adequate time in planning for a return's filing, we will realize tax savings over time that is genuine value added over and well above the cost of my services. 

My practice represents a substantial number of highly succeesful individuals. My consistent focus is maximizing after tax cash flows on an annual basis, and after tax generational asset transfers. I serve as trustee of several of my clients trusts formed to achieve these purposes.

The full range of my tax services include preparation of individual, fiduciary and business income tax returns; estate and gift returns, and qualified retirement plan returns.