Accounting Services
Whether you are working with lenders, insurance companies or assessing the financial health of your own business, having an accurate set of financial statements is a crucial first step. In order to maximizing profitability and efficiency, companies will need to be diligent with budgeting and forecasting. I’m here to provide you with some critical financial reporting solutions so you can focus on growing your business.
- COMPILATIONS/WRITE-UPS: Preparation of financial statements based upon client information provided primarily for internal use and management decision
- FINANCIAL FORECAST & PROJECTIONS
- CASH FLOW & BUDGETING ANALYSIS
Tax Services
Staying in compliance with various federal, state, and local tax jurisdictions has become a big piece of puzzle, yet increasingly critical for individuals and businesses alike due to the rapid pace of legislative and regulatory change. My firm is here to help you navigate through the everchanging tax laws and regulations you have witnessed in the past couple years and more yet to come. My proactive approach and comprehensive service does not stop after your tax returns have been prepared and filed. I continue to provide you with extensive year-round tax planning and projections. This in turn helps maximize efficiencies and minimize taxes for you.
- TAX RETURN PREPARATION: Prepare and file federal, state and locate tax returns for:
- Individuals
- Businesses: LLCs, partnerships, S-corporations, C-corporations, Sole-Proprietors
- Trusts
- Estates
- Gifting
- TAX RETURN REVIEW: Review client self-prepared tax returns for accuracy.
- INCOME TAX PLANNING & PROJECTIONS
- IRS & STATE REPRESENTATION: Respond to IRS notices and represent clients in an IRS or state tax audit or examination.
form 1040 and a magnifying glass
Consulting Services
As a closely held business owner, it is critical for your continued financial success to retain a trusted tax advisor who looks at all aspects of your personal and business tax situation and help you drive tax strategies as you make your business decision. As your trusted advisor, I will evaluate your situation to maximize the tax benefit from each decision. I will help you identify the tax consequences of your decisions. I will work with you diligently to develop comprehensive plans to minimize or defer current and future tax liability. Tax laws are becoming increasingly complex. Regulations change constantly, and the right timing is critical. I will keep you abreast of tax regulations and tax law changes that affect you.
- Business Entity Selection and Formation
- Gift, Estate & Trust Planning
- Retirement Planning
- Stock Option Planning
- Business Succession Planning