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Specialties
On the CPA side, business bookeeping, monthly financial statements, payroll, and income tax. Over the last 20 plus years, I have completed over 9,000 tax returns, over 10,000 financial statements, and probably 15,000 payrolls.
On the CFP (certified financial planner) side, personal financial planning and investment management. Fee only — no commissions. Investments managed by my corporation, Dollinger Management Inc. (registered investment advisor). I currently manage portfolios for 35 families.