Basic Philosophy I believe I form a partnership with each of my clients - I am the advisor and you are the decision-maker. Questions are an important part of this partnership. I have always believed "there is no such thing as a dumb question!" Please ask! especially BEFORE you complete your financial transactions. If I am given the opportunity to advise you how to structure your business, then we can possibly save a great deal of frustration, not to mention taxes. If you wait til it is time to prepare your tax return, then I may only be able to report BAD news!

I look forward to meeting with you and working with you to make what some view as a highly stressful chore an easy task.

Special Needs If you have special needs that make it difficult for you to come to my office, I can come to your home/office. There is a small fee to cover my travel time. Although I prefer to meet with new clients, technology has made it such that we don't even have to meet face-to-face. If you would like, you may fax or email me your information, and we can correspond over the phone/internet.