Understanding how busy life can be, your convenience is important to me. I’m available to support you at your home, place of business, or at my home office in Northern New Jersey in the following areas:
- Financial Consulting – as an Investment Advisor Representative I’m able to provide clients advice and access to investment products and facilitate the opening of Investment Accounts, IRA’s, Educational Accounts, and Rollovers. In addition I provide Financial Planning services to help assist clients achieve thier goals. All securities offered through AOS, Inc. doing business as MoneyBlock.
- Income Tax Preparation – Employing the latest professional tax software, I will provide personal attention to you and your family’s Federal and State tax return needs. I can also assist with small business “schedule C” preparation and S-Corporation returns and any related activities.
- Business Services – Currently providing accounting and payroll services for small businesses. Leveraging a broad background in Corporate Finance, I’m also available for project oriented consulting for large businesses or non-profits.