A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success.

As a certified Tax Coach, I focus on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future.


  • Proactive Tax Planning Strategy
  • Personal Income Tax Returns
  • Business Income Tax Returns
  • Prior Year Income Tax Returns
  • Amended Personal Tax Returns
  • Estimated Tax Payments
  • Outsourced CFO Advisory Services
  • Accounting & Monthly Bookkeeping
  • Monthly/Annual Budget and forecast
  • Payroll
  • Quickbooks set-up/Integration
  • Entity Formation
  • ….And more

Next Step…

Contact Us Today! Let us handle all of your accounting needs.