I provide a wide range of services to individuals and businesses in a variety of industries. I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
- Tax Management Services
- Estate and Trust Tax Preparation
- Federal and State Tax Audit Representation
Tax Management Services
I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and how they may apply to your unique situation.
Accounting and Tax Preparation Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. My accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, and tax planning.
These services include but are not limited to:
- General ledger
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Corporate tax planning and return preparation
Estate and Trust Tax Preparation
Estate and trust tax laws are complicated and can be confusing. My expertise, experience and thorough research allows me to analyze and optimize opportunities in existing as well as continually changing tax laws. I will work closely with your attorney to ensure your tax returns are thoroughly and carefully prepared.
QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. I don't just help you use the software, I help you use it more efficiently and more effectively.
I offer the following solutions to help meet your QuickBooks needs:
I train you personally! Either one-on-one or several individuals within your organization at your company's location.
I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
My QuickBooks support service can assist you with any setup or operation assistance you might need. In addition, my support is not limited just to the software part of it, but I can also provide accounting and payroll assistance.
My QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. I also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. I can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Federal and State Tax Audit Representation
Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready, willing and able to answer any and all questions the taxing authority may be asking of you.
My payroll services can help reduce your time spent on administration by utilizing my firm to process your payroll, make timely deposit payments and prepare the required federal and state tax filings.