CPA, Experienced in Tax Preparation

Certified Financial Planner TM

  • Business Analysis
  • Financial and Tax Planning & Preparation
  • Individuals, sole proprietors and small to mid-sized corporations, Fortune 500.
  • Medical, dental, legal pros, contractors, educational professionals, entrepreneurs, retirees, and high tech firms and individuals.
  • Commercial Lending & Lease
  • Educational Planning
  • Healthcare Planning
  • Retirement Planning
  • Estate Planning
  • Succession Planning
  • Secure. Reliable.
  • Up to the minute accounting and financial planning software, continuing education, training & professional certifications. Represent clients before the IRS; reduce audit risk.
  • Work with a professional, not a seasonal trainee. Experience you can’t find in an app or software package.
  • Affordable. Approachable. Personal solutions for your financial futuresunset hi five.

From helping empty nesters negotiate retirement planning, clients experiencing lost income due to downsizing, young professional couples planning life together, families welcoming children, separations, building a new practice, college tuition, evaluating how to fund senior care, coping with terminal illness, real estate investments and considerations, guiding a business through an audit, tax consequences of filing married or separate, making specific investments, and the impact of new tax laws, expansion or sale . . . Russ helps aim you toward prosperity and growth with transparency; no hidden agenda.

That’s what experienced tax and financial planning is all about, well beyond what a retail program or app can do.  Don’t entrust your financial future to rookies or cookie cutter solutions.  Choose a professional with years of experience and continuing ed.  Russ ‘gets it’. Make it count!

Russ artistic head shot

Perspective matters.