Tax & Accounting Services
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. I offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Business Consulting
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
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.
Estates & Trusts
I am available to address your minor estate and trust tax related matters. By taking proactive steps today, you can ease the way for your heirs during a difficult time. If you are working as a Trustee or Estate Administrator, tax-related distributions and any required tax returns should be handled in a timely manner. It is also important to review your assets and accounts to ensure they are properly titled and structured tax-wise for your beneficiaries in the event of loss.
IRS Representation
Communicating with the IRS can be an intimidating and complex process. You may have IRS correspondence that needs immediate attention or action from you. If you need a professional authorized to deal with the IRS, I can bring to bear years of experience in dealing with tax matters and IRS procedures to ensure you are properly represented when dealing with tax authorities.
Retirement & Other Planning
Whether you are reviewing your current retirement plan or lack of any plan at all, consider hiring a professional to organize the data and offer additional strategy to your approach. It is critical in these uncertain times. I can help you understand the tools you may already have and provide insight as to how you might discover new ones. Goals are best achieved once you write them down and stay consistent in fulfilling the steps to get there!
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize a future tax liability. It is important to file a complete tax return and address potential deductions that may be available to you. I can help you proactively manage both your personal and small business tax issues, including understanding how the latest federal, state, and local tax legislation affect you. I constantly work towards identifying new ways to reduce your tax liabilities while helping you understand your reporting requirements.