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 (Personal)

Accurate tax return preparation and effective tax planning can help to minimize your tax liability. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I can prepare and file your federal and any state return for you and help you proactively manage your personal tax issues, including understanding how recent tax law changes impact you and your family.

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Business Tax Return Preparation

Whether your business is set up as a limited liability company, a partnership, an S-Corporation or a C-Corporation, I can prepare and file your business tax returns for you.  Understanding how upcoming business opportunities may impact your tax situation isn’t always obvious; I can help you navigate the tax implications of the various decisions you regularly need to make.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping 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.

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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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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 a 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 interest.  For more information visit my representation website, Tax Help Now.

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Call today to schedule an appointment!