Client Services

Tax Services

Tax Preparation

I guide clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My years of experience and significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use mu experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

IRS Representation

Professional representation can be vital during an audit, and my years of experience dealing with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find me my can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. My qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

• General ledger
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)

Consulting Services

Business Entity Selection

Choosing the form of entity for your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Estate Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.

Everyone should have a well thought out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual's wishes are followed. I can suggest experienced legal representation to implement your plans. Having your taxes and estate thoroughly and carefully planned will ensure that your loved onew don't have any complications to deal with during a time of loss.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.