Individual and Unincorporated Small Business Tax
Preparation
I specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are
entitled to within the limits of the law. I am always
available to help you with your tax planning needs to help
you lower your taxes and avoid surprises during the tax
season. In order to speed your refund, your returns are
electronically filed with the IRS and state tax
authorities.
Corporate and
Partnership Tax Preparation
Careful tax planning is the most essential step in preparing
my clients’ income taxes and by minimizing taxes I
strive to improve my clients' profitability. Whether you
are a large firm or small, established or start-up, I will
find the best possible strategies for reducing your tax
liability within the limits of the law
Estate, Gift
and Trust Tax Return Preparation
My firm provides expert preparation of federal and state
estate, gift, and trust tax returns. I endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. I am also available
to advise you in your estate planning needs, including
business succession plans and gifting strategies.
Sales Tax
Services
My firm prepares all sales tax filings and offers full sales
tax audit representation.
IRS And
State/Local Representation
My firm knows the tax laws, and I know how your tax return
was prepared. I can provide complete representation services
before the IRS as well as state and local taxing authorities.
I am also experienced in negotiating Offers in Compromise
with the IRS.
Payroll
Services
Once you have trusted me to handle your tax and accounting
services, trusting me to handle your payroll needs is the
next logical step towards simplifying your business life. I
provide a comprehensive payroll service customized for your
specific needs giving you flexible personalized service. Tax
payments and tax filings are made electronically assuring
complete compliance. You will also get
personalized professional advice on all payroll matters for
your firm. You can print the payroll checks in the convenience of your office or you can choose direct deposit of paychecks.
Estate
Planning
I offer estate planning services to help you minimize federal
and state estate tax liabilities. I will endeavor to protect
your heirs from the unneeded emotional devastation that can
be caused by estate tax levies.
Accounting
My firm offers a complete range of accounting services,
including receivables, payables, and payroll management. I
prepare all required adjusting entries including
depreciation. My firm will also prepare custom or limited
scope financial reports for internal, managerial use.
Bookkeeping/Write-up
My firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.
Compilation,
Review, and Financial Statements Services
My firm provides professional compilation and review services
to businesses of all sizes. I can quickly compile your
financial records into meaningful financial statements in
accordance with Generally Accepted Accounting Principles
(GAAP) or Other Comprehensive Basis of Accounting (OCBOA) for
use by banks, investors, and other third parties.
Accounting
Power
I also offer Accounting Power, an
ideal accounting package that lets you collaborate with me by writing and printing checks, recording checks, deposits, or bookkeeping transactions on the
same system I then use to analyze your trial balance and
prepare your financials. This system can be customized based on your comfort
level depending on your needs and your background in
accounting. Because this system is Internet-based, both of us
can log in to it securely, without the cumbersome process of
transferring data back and forth between your computer and
mine.
Business
Consulting
My goal is to help small or mid-sized business succeed, no
matter what the economic climate. To this end I offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom
line.
Incorporation
and New Business Analysis
I will advise you on the advantages and disadvantages of the
different types of entities you can choose. My firm can
assist you setting up a new corporation, partnership, or
Limited Liability Company (LLC) and in the purchase of an
existing business.