Corporate Clients

In my Wakefield office, I understand that timely financial information is critical to the success of every business, and I deliver that service to every single client. Whether you are a one-man shop or a multi-million dollar company, you can count on the guidance necessary to properly handle your important issues, such as:

• Tax Planning and Preparation
• Financial Statements
• Business Start-Up
• Assistance in Bank Financing
• Pension Plans

Individual Clients

The past decade has witnessed more tax law changes than any other in the country's history. It is important that you be informed of all the deductions, elections, and tax planning techniques that you are entitled to in order to minimize your tax liability. Some of the areas that I can assist you in are:

• Financial Planning
• Retirement Planning
• Tax Return Preparation
• Tax Guidance
• Estate Planning
• Investment Planning