From the day I entered public accounting, I have worked one-on-one with hundreds of individual and small to mid-size business clients.
By keeping my practice a sole-proprietorship, I have dedicated my professional goals to working closely with my clients. This personal approach ensures my clients have grown with me and that I have acquired a special understanding of each client’s needs that can result only from long and personal acquaintanceship.
If you need just a simple tax return, I’m here for you; but if you need a trusted business advisor who will help you maximize your tax strategy, grow your business, and plan your long-range finances, I’m here for you too. And my services are all provided at a price my clients consider more than fair.
Please give me a call anytime to discuss your tax and accounting needs. I’ll be glad to meet with you at a time and place that is most convenient for you.
I offer a comprehensive range of services including:
My firm provides a complete range of accounting services, including receivables, payables, and payroll management. I will prepare custom financial reports for internal managerial use, and financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. I can complete a tailor-made financial analysis to help business owners and managers eliminate inefficiency and realize a business’s full profit potential.
I offer a full range of tax planning, compliance and tax research services for individuals, C-corporations, LLCs and partnerships, and S-corporations. Additionally, for individuals, a diagnostic tool is utilized to identify tax and other financial issues for the upcoming year. The results of this analysis are presented to you when I review your completed return. All of these services are designed to help you to minimize your total tax burden. Whether you have a corporation, an LLC, a partnership or just an individual tax return, I can work with you on planning strategies as well as complete preparation and representation services in the event of an audit.
I offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Financial Forecast and Projections
My firm provides complete financial and business forecasting services. I will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.
Complete payroll preparation and payroll tax reporting services are provided. This includes all federal and state returns, all 1099, W-2 and W-3 forms, and an array of analytical reports to help you better utilize human resources.
Trusts and Estates
I do tax planning and preparation for trusts and estates including the preparation of income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706).