The Power
of Good Advice
Located in Lake Forest, Illinois, I help individuals, businesses and nonprofits navigate the complexities of taxes and business decisions with confidence. With over 30 years of experience, I provide personalized guidance in all areas of federal and state taxation, including individual, corporate, partnership and estate matters. I also work closely with clients on choosing and forming the right business entity, establishing sound governance, and ensuring nonprofits are properly structured and in compliance with all applicable guidelines.
Expert Accounting, Tax and Business Services
Virtual Tax Preparation
Don't bother gathering your documents and trekking off to a tax preparer's office. Stay home in your pajamas!
Business Advisory Services
Hire an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and planning.
Non-Profit Organizations
With extensive experience in the preparation and assembly of all of the necessary non-profit formation documents and governance, I can get your Organization off and running.
Let Me Work My Magic.
As an Attorney, Accountant and Tax Preparer with over 30 years of experience, my goal is to maximize your tax savings with professional tax preparation services. I am an expert in all areas of taxation, including corporate, estate, individual, partnership, federal, state and local taxes and non-profit organizations.
I provide individual tax preparation with the personalization that software packages can't. I keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. I also provide guidance on higher education expense planning and completion of the FAFSA and CSS.
You can count on me for professional, timely and reliable services, which include the following:
Tax Preparation & Planning
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Personal & Business Tax Returns
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Estate, Gift & Trust Returns
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Out-of-State & Multi-State Returns
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Individual & Business Tax Planning
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IRS Tax Notices
Advisory Services
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Business Entity Formation & Governance
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Non-Profit Entity Formation and Governance
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Business Consulting
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FAFSA/Higher Education Expense Planning
Let’s Work Together
Tel: 516.655.8088
