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About the Partners

Services Tailored to Your Needs

Personal and Business Tax Planning and Preparation
Investment Review
Business Planning and Consulting
Financial and Estate Planning

Personal and Business Tax Planning and Preparation

We will prepare all required tax returns and ensure that you are paying the lowest taxes possible. You'll benefit from the fact that we keep up to date on the ever-changing tax laws. You'll be advised of changes that will affect you and of tax-saving opportunities for your unique situation.

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Investment Review

If you are saving for retirement or a child's education, or investing to meet other financial goals, we can help. We will assist you in structuring your investments to achieve the maximum return with no more risk than you want, and we will review your program regularly.

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Business Planning and Consulting

Whether you're starting a new business or seeking to improve profits in your existing business, you'll find our business experience helpful.

We will review your organizational structure to be sure you're operating in the form that's best for your business and tax situation.

Improving cash flow, controlling costs, setting prices and credit policies, securing financing - whatever your business problems, we'll work with you to find solutions.

We can prepare compilation, review, or audited statements according to your needs. And you’ll have our help in using these statements to increase your business profits.

Recordkeeping and accounting systems can be designed to suit your needs.

All reports to state and federal agencies, payroll reports, journals, and general ledgers will be prepared accurately and timely as a part of our complete service to you.


Registered Quickbooks Professional Advisor	Member of the Peachtree Partners AccountCare Program

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Financial and Estate Planning

As your financial consultants, we will work with you to increase your personal wealth. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers.

We will plan with you to minimize estate taxes. Estate taxes are no longer a problem that affect only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax! We will serve as coordinator of your estate planning team to help you accomplish your objectives at the least tax cost.

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