... I am dedicated to providing my clients with professional, personalized services and guidance in a wide range of financial and business needs. I specialize in small and medium sized businesses and their owners. Professional services include: Tax Preparation, Accounting, Estate and Trust Planning, Financial and Retirement Planning, IRS Representation, Bookkeeping/Write-up, Entity Selection, QuickBooks, Cash Flow and Budgeting Analysis, Financial Projections and Forecasts