Accounting System Set-up
Financial Statement Reporting
Income Tax Return Preparation
QuickBooks Training & Consulting
Retirement Plan Consulting
Individual & Family
Financial Planning including:
Individual Tax Planning
Individual, Trust, Estate and Gift Tax Return Preparation
"I love working with Vermont entrepreneurs! I never cease to be amazed at the variety and creativity of Vermont run businesses. We are an independent and freedom loving state."
"My passion is helping individuals and families make thoughtful plans and informed decisions about their finances. Whether clients are planning for a new home, a child’s education or retirement, I can help. I can also guide clients through estate planning for themselves or aging parents to ensure those they love are cared for in the future."