Individual and Unincorporated Small Business Tax
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.
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.
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.
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.
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.
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.
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.