Feel confident with tailored tax services.
Care & Precision
Personalized Tax Planning & Preparation
40+ years of experience with State and Federal tax laws allows me to develop very tailored strategies. I start by taking the time to understand your unique situation and target areas to minimize your tax burden and keep you prepared for the future.
Tax Services
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Tax preparation and filing
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Tax planning and optimization strategies
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Assistance with tax audits and IRS correspondence
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Estate and gift tax planning
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Capital gains and investment income tax management
Financial Planning
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Retirement planning
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Education savings planning (e.g., 529 plans)
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Wealth management and preservation strategies
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Budgeting and personal cash flow analysis
Real Estate and Investment Guidance
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Tax implications of real estate transactions
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Rental property income and expenses management
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Investment portfolio tax strategies
Life Event Financial Guidance
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Financial planning for marriage, divorce, or adoption
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Assistance with inheritance or large financial windfalls
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Planning for major life events like buying a home or starting a family
Serving Michigan’s Keweenaw Peninsulas & beyond for over 20 years.
Houghton, Hancock, Calumet, Keweenaw, Ontonagon, Chassell, Baraga, Marquette, Iron Mountain, Escanaba, Newberry, Iron River, Ironwood, Munising and the lower Peninsula.