Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. You must make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.

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Financial Analysis

When a business can undertake strong financial analysis, it opens up new opportunities to improve management, planning, and decision-making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision-making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.

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Management Advisory Services

My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.

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Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed in these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns efficiently and promptly.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. Having me on your team makes you more likely to benefit from those opportunities. I understand how the latest federal, state, and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state, or local tax liabilities.

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Call today to schedule an appointment!