Minimize Your Tax Liability and Plan for the Future
I know you put a lot of time into your work or business—so let’s protect your earnings
Income Tax and Retirement Planning is Important for your Financial Future. It’s not just about the numbers, I want to get to know you and your business.
INCOME TAX PROJECTIONS/PLANNING
Let’s Plan and minimize your tax bill.
So there will not be any Surprises;
This includes review and Negotiation of Business contracts.
INCOME TAX RETURNS
Individuals
Businesses-Partnerships Corporations
Estates
IRS Audit Representation
PLANNING FOR THE FUTURE
I can assist you with your goals;
Perhaps you want to purchase a business
Or retire by a certain date
Financial Future Planning With A Free Consultation
Make your free initial appointment today.

About Shirley
BA in Economics and an MBA with an emphasis in accounting. Over 5 years of experience in Corporate Banking, Loans and Financial Analysis; Notable experience with real estate transactions, investments and hard money lending. Over 25 years of experience assisting individuals with finances, income tax & retirement planning. For Businesses, assistance with management review and contract pricing negotiations. Assist you with the understanding of the tax laws associated with your business entity of choice. It is not just about the numbers; I want to get to know you or your business
