Tax retrun preparation and filing.
Personal accounting and bookkeeping services.
Financial advocacy services.
Paul will provide quality personal service to all clients, and can work with clients at their residence.
Paul is able to give clients unbiased guidance on a variety of financial issues, with a focus on both the clients' short-term and
Paul can assess and analyze clients' investment holdings, and advise clients regarding future investment decisions.
Paul can evaluate clients' risk for possible financial exploitation, and help clients to take the steps necessary to protect their