Tax planning

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Tax Planning
and Preparation
Financial Planning

Do you have enough saved for retirement?  Getting married? Divorced?  Expecting a child? Changing jobs? Purchasing a house? I can help you plan a road map to reach your financial goals.  

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 Are you aware of the tax changes which may affect your 2010 taxes?  Considering converting a traditional IRA to Roth IRA?  Let’s review your current tax situation now.

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Software Support

Need assistance or training with your accounting software?  I provide training and support for Peachtree, Quickbooks and am familiar with other accounting software, such as ACS.