My Services

I provide optional contactless consulting, financial report preparation,  tax return preparation and e-filing services. I am also a QuickBooks ProAdvisor. For contactless service, I have a secure file that I will invite you to send and receive confidential documents, as well as electronically signing engagement letters and tax forms using

What is the difference between a CPA and an enrolled agent?

An enrolled agent is a tax practitioner who is licensed at the federal level by the Internal Revenue Service. In fact, enrolled agent status is the highest credential awarded by the IRS. On the other hand, certified public accountants are licensed by their applicable state boards of accountancy.

What is a QuickBooks ProAdvisor?

ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success using QuickBooks, an expert in Accounting & Bookkeeping. 

Explore my service areas and product line.

Accounting Services
Tax Preparation Services
Accounting Services
Tax Preparation Services
Advisory Services
Complete bookkeeping services for small businesses. QuickBooks training & consulting.
Business Tax Returns
A variety of small business tax returns are prepared each year.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Individual Tax Returns
Tax returns and filing instructions have been prepared for several individual clients each year.