Tax Preparation

• Individual/Family Tax Preparation and Consulation
• Clients across US, with a focus in the NJ/CT/NY metro area
• Virtual prep with high use of technology

 Tax Strategy 

• Current and Future Tax Planning
• Develop tax strategies to minimize taxes, for current and future planning.
• It's all one big puzzle - let's fit the pieces together to make it best for you.

Trusted Advisor

• Ongoing relationships with clients
• Guide clients through life cycle changes, career changes, and financial changes.