
As the head of our income tax department, Ileen leverages her 30 years of experience working with individuals and small businesses providing income tax planning and preparation.
For our individual and family clients, she is in regular contact during the year to maintain an income tax projection, adjusting estimated payments as needed and recommending steps that can be taken to reduce current year tax payments.
For our small business clients, Ileen coordinates between personal and business returns to minimize taxes, maximize deductions and maintain an accurate set of books for the business during the year to make proactive recommendations that balance the needs of the business and owner.