... 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

... We provide tax, financial planning, investment advice. portfolio management and family office services. While specialize in handling clients in the performing and creative arts, we also handle affluent elderly clients, widows, and those with complicated tax and financial needs.