Our Services

Our company specializes in IRA withdrawal and rollover planning, as well as tax planning services. We specialize in:

  • IRA Withdrawal and Rollover Planning/Qualified Charitable Distribution Assistance/Backdoor IRA
  • Consultation Services for Sophisticated Tax Planning and Advice for all individuals of all income levels
  • Tax planning for individuals
  • Fee only financial planning and advice
  • Retirement planning
  • Education planning
  • Tax preparation for existing clients

I teach professional education for tax preparers. I participate in annual Continuing Professional Education courses offered by local chapters of national accounting and tax associations which keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

Professional Associations and Memberships
American Institute of Certified Public Accountants
National Association of Tax Professionals
Pennsylvania Institute of Certified Public Accountants
Pennsylvania Society of Tax and Accounting Professionals/Public Accountants (Past President)

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail. We are an appointment only, boutique firm.

Feel free to contact the office anytime. We're here to help.