My firm has been in business since 1982. I am an Enrolled Agent licensed to represent taxpayers before the IRS, a Licensed Public Accountant in the State of Iowa, and a Certified Financial Planner. I successfully completed a three year program in Representation and Practice before the Internal Revenue Service sponsored by the National Tax Practice Insitute. I provide services in the areas of tax planning, tax preparation, compilations, consulting services for small businesses, and fee-only financial planning.
I formed my own accounting firm with a single principle in mind: to provide the highest level of personalized client service possible. My accounting firm was established to provide good, sound advice in the fields of accounting, tax, and financial planning to businesses and individuals. I also offer a host of specialty services to cater to the unique needs of my clients.
I am a member in good standing of the Accountants Association of Iowa, National Society of Accountants, and National Association of Enrolled Agents.
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