I offer a wide range of accounting and tax services to each client with their unique needs in mind.
Tax Services
My practice is directed to providing cost effective advice and solutions to each client’s unique tax situation, including:
- Tax Research and Planning
- Individual Income Tax Preparation
- Corporation and S-Corporation Income Tax Preparation
- Partnership and Limited Liability Company Income Tax Preparation
- Authorized to represent you before the IRS
Estate and Gift Tax Services
I have extensive experience and education in the area of Estate and Gift taxation as well as Fiduciary Income Taxation.
- Estate and Gift Tax Planning
- Preparation of Federal Estate Returns
- Fiduciary Income Tax Research and Planning
- Preparation of Fiduciary Income Tax Returns
- Service to attorneys and trust departments
Accounting Services
I offer cost-effective ways to report your financial results to needed users such as banks, vendors and bonding agents – while remembering that the most important user of your financial statements is you! These include:
- Complied Financial Statements
- Reviewed Financial Statements
- Accounting System Selection
- Accounting Research
- Bookkeeping Services
Small and Micro Business Services
Big businesses all begin somewhere. I can guide you through the difficult startup and developmental stages of your new business opportunity.
- Tax and Business Entity Selection
- Tax Planning and Preparation
- Write-up and Bookkeeping Services
- Payroll Tax Return Preparation
- Sales and Use Tax Returns
- Buy/Sell Consulting
- Loan Negotiating
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