Tax planning is a critical element for any small business owner, investor, or retiree. With more than fifty years of experience, Fran can offer services as a CPA and CFP to make those transitional periods smoother.
Electronic filing of returns is provided to all jurisdictions that allow that privilege. Touch-less and virtual conferences are available, with the transmission of documents through a safe and secure portal.
Representing clients in more than two-hundred tax audits, many of which ended with “no charge” results. Fran has had first hand experience with the Internal Revenue Service as she worked with them earlier in her career.
Nothing in life is certain but death and taxes. Don’t let tax deadlines overwhelm you. With our expertise we can help manage all of your tax deadlines so you can focus on your business goals.