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Services

I offer a wide range of services to my individual and business clients. Because my firm is small, my clients benefit by getting personalized, quality service. I have listed below the services that I offer to my clients along with a brief description.

(Click Service Title For Details)

Tax Planning & Preparation

Tax planning and preparation form a winning combination for my individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

During my over thirty years of experience, I have dealt with many taxing authorities. I have achieved a level of competence through the years that can ensure my clients are being properly represented before the various federal and state tax agencies. I can work with the taxing authorities to negotiate settlements as needed.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Bookkeeping/Write-Up/Compilation Statements

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping. I can prepare unaudited financial statements that are often required for financing and insurance purposes.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. I can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. Additionally I can assist in any sales tax audits and communication with various taxing authorities.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, I can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Property Tax Services

I can assist my clients in preparing annual property tax reports in various different state and county jurisdictions. Additionally, I have experience in representing my clients when property tax audits arise.

SOX COMPLIANCE

I have assisted my public clients in reviewing their internal control processes in order to comply with the Sarbanes-Oxley Act of 2002, which is regulated by the Security and Exchange Commission and the Public Company Accounting Oversight Board. Recommendations for improvement are made based upon testing. I will guide you through the process and work to make sure the processes are properly documented and measures taken to correct weaknesses.

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