• Tax Planning and Preparation for Individuals, Businesses, Trusts and Estates
  • Financial Statement Preparation
  • Bookkeeping and Payroll Services - Quickbooks Pro Advisor
  • Small Business Planning, including Business Formation (Choice of Entity), Strategic Planning, Restructuring and Dissolution
  • Financing Assistance, including Loan Proposals, Debt Restructuring and Bank Negotiations


  • Professional and Personal Service Businesses, including physicians, attorneys and other licensed professionals
  • Real Estate Development, Brokerage and Construction Services
  • Manufacturing Operations
  • Hospitality Industries, including Lodging, Food and Beverage, Golf and Ski
  • Farming and Agriculture Operations, including Orchards, Vineyards and Winery Operations
  • Artists, Writers and Other Creative Pursuits
  • Specialist in tax issues associated with the sale or donation of qualified conservation easements.