TEL: 401.374.4673
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Bristol RI - Conway NH
SERVICES
To understand the types of clients I typically work with, visit the Who I Serve page
Tax Planning
Often times, tax filing season raises questions about the future. Could I do something different or better? Tax Planning is about optimizing your remaining lifetime tax bill. I use my expert insights and analytical tools to help clients do just that, based on their unique situation. I am available year-round to provide projections, guidance or simply answer a question or two. Learn more here.
Tax Return Preparation
Tax Filing season can be stressful. I will simplify the process for you. Meet, mail, upload, conference call. Whatever works for your schedule. I will gather the information necessary for a complete and accurate return. And then I'll go to work for you, ensuring you have availed yourself to every deduction to which you are entitled. Smart.
Tax Representation
Receiving a letter from IRS is not something most people look forward to. Smart tax clients simply call me first. I'll review the notice, research information, and provide answers, even writing the tax authority with a prompt reply for you. Often times, a clarification can be provided by phone. I have IRS on speed dial, of course. In either case, your peace of mind is what will be restored, while working to save you dollars.
Small Business Startup
Have you been thinking about starting your own business? It can be very exciting and rewarding, but it comes with a host of challenges some people never thought of when they started out. Federal, state and local governments have their hands in virtually every business, as regulation and record keeping continues to become more complex. I can help with organizing the entity and setting up an accounting platform that can grow as you become more successful.
Personal Financial Planning
Financial Planning encompasses cash flow and debt management, risk management, investment planning, college funding, retirement planning, and estate planning. Whether you want to address a single issue, or take a comprehensive look at your plan, including the trade offs between competing priorities, you can put my experience to work for an objective, unbiased review, and to provide thoughtful insights to guide your decisions.