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 will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Tax Preparation & Planning (Business and Personal)

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities.

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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.

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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.

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IRS Representation

Dealing with the IRS can be intimidating.  It can also be costly if not handled correctly.  As an enrolled agent, I have earned the privilege of representing taxpayers in all matters before the IRS.  My training and expertise can save you time, effort and money.  If you have received notice from the IRS regarding back taxes, penalties, or a possible audit, I can help you respond in a manner that’s in your best interests.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Bookkeeping/Write-Up

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.  I also offer full-service payroll processing.

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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.

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Payroll

Payroll processing can be time-consuming, time-sensitive, and fraught with dangerous tax implications. Payroll laws frequently change and vary from state to state. Hiring in-house employees to process your payroll is expensive, but doing it yourself takes up time that could be spent managing your business. We believe we have a better solution with our affordable payroll service. Our knowledgeable staff will implement and administer a payroll system specifically tailored to the needs of your business. First, we will discuss your payroll preferences. Frequency of paychecks, employee benefits, workman’s comp, taxes, and other important issues will all be taken into account. Then we will set up a payroll system that will generate checks, reports, and all relevant information for tax and employment authorities. We also file all quarterly and annual payroll tax returns and paperwork, making tax-time far less stressful. Contact us today to learn more about our payroll solutions.

Call today to schedule an appointment!