Tax preparation and consulting.

I provide personalized federal and state income tax preparation for individuals, estates, and trusts.

Services include:

• Individual Income Tax Returns: Federal Form 1040 and related state returns, including investment income, rental real estate, and self-employment income.
• Estate & Trust Income Tax Returns: Federal Form 1041 and related state fiduciary returns.

I maintain a manageable number of tax preparation clients to provide individualized attention and careful review. New clients are generally considered by referral only.

My practice does not include bookkeeping, financial statement preparation, or business-entity income tax returns.

I provide independent advice on selected tax and business matters, drawing on extensive experience in taxation, business ownership, and strategic management.

Areas of consultation include:

• Tax Planning & Analysis: Retirement taxation, Roth conversions, estate and trust taxation, real estate, and significant financial transactions.
• Business Transactions: Tax considerations involving business purchases, sales, and ownership transfers.
• Business Strategy & Management: Strategic planning, business growth, developing exit strategies, management practices, and operational effectiveness.
• Complex Tax Questions: Research and analysis of specific tax issues and alternative approaches.

Consulting engagements may involve a single discussion or a more extensive project. Services are generally billed hourly, and an ongoing tax preparation relationship is not required.

For consulting inquiries, please contact me by telephone or email.