Other Services

Get more than a tax return!

I can use your tax return and other information to assist you with other financial matters.

Among the other services I provide are the following:

• Business problem solving
• Post retirement tax planning
• Computer selection and use
• Business sales and acquisitions
• Lease-buy decisions
• Business expansion
• Real estate sales and acquisitions
• Projections, budgets, goals
• Retirement planning
• Inventory control systems
• Equipment purchases and sales
• Office systems and controls
• Insurance review with your agent
• Pension and profit sharing plan considerations
• Financial and estate planning
• Divorce tax planning
• Planning for education expenses

Please call me with your questions.
If you are in doubt as to whether or not I can assist with a particular problem, just give me a quick call. I do not charge for such calls. If I can't help you, perhaps I can direct you to someone who can.