If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My practice offers a full range of professional services to give you the individual attention that you deserve. I thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. Return to Top
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. Return to Top
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters. Return to Top
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. Return to Top
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. As a payroll service professional I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. Return to Top
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. Return to Top
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Not all tax planning opportunities are readily apparent. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws and I am constantly identifying new ways to reduce federal, state or local tax liabilities.