Beyond Taxes...


I am frequently asked to help clients with tax-related services but as the relationship matures clients often ask me to help them address a number of broader tax and non-tax financial needs including:



Personal Financial Services

  • Developing financial budgets

  • Retirement plan selection and implementation

  • Education funding

  •  Wealth accumulation planning

  •  Integrating tax and financial planning and projections

  • Assistance with insurance and risk management


Financial Services for Businesses

  • Bookkeeping (through affiliate network)

  • Virtual/interim business management services

  • Financial statement preparation/analysis

  • Choice of entity advice and planning

  • Compensation and benefit advice and planning

  • Retirement plan advice



Trust/Estate/Elder Services

  • Support for trustees and guardians

  • Serving as Trustee

  •  Medicare planning

  • Coordinating/managing financial affairs

  • Integrated tax planning and compliance


Human Resource Advisory Services

  •  Culture change assessment, design and implementation

  • Executive search assistance

  • Executive coaching services

  • Design and facilitation of executive training experiences