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I
provide a broad range of services to help clients secure a sound
financial future. In addition to the core services listed below, I
provide customized services to address the special needs of my clients.
My fees are reasonable and
my services can save you time and money. Call for a free evaluation of
your tax, accounting and general business needs. Compare the difference
between what you're presently doing and what I can do for you. These
are some of the standard services I provide.
Small Business Accounting Services
I
offer a full range of accounting services to help keep your business
running smoothly. My bookkeeping services include monthly adjustments,
bank reconciliations, payroll reports, excise tax reports, and complete
financial statements. I realize that most small businesses can not
afford a full-time accountant but still need the expertise at times.
That's where I can be of assistance to you.
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QuickBooks
I offer a wide range of QuickBooks support services. Please click here to go to my
comprehensive QuickBooks support section.
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Proactive Tax Planning
The
best time to save money on your taxes is four to sixteen months before
they are due, and this requires expert planning. I can provide
one-on-one pro-active tax counsel to meet your unique personal and
business needs. The typical client benefits the most from expert tax
advice in: Year-end strategic planning to help minimize your tax
liability; Effective and timely structuring of your personal and
business transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and
estate planning.
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Tax Return Preparation
I
provide accurate on-time federal and state tax returns for individual,
corporate, Limited liability Company, and partnership clients. All
returns receive my personal attention to minimize tax liabilities.
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Business Formation
Including
start-up, expansion and sale of a business. Many important decisions
and financial commitments are involved in starting a new business or
selling an old one. The tax effects can be dramatic without careful
consideration and thoughtful planning.
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IRS Audit Representation
As
a valued client I will be available to you in dealing with the IRS and
other taxing authorities. I will represent you and assist you in
preparing for audits and appeals conferences. I also provide expert
counseling on technical tax issues, penalty assessments and
negotiations to resolve payment of tax deficiencies.
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Not-For-Profit Organizations
I
have experience in the area of Not-For-Profit organizations including
filing for exempt status, meeting Federal reporting guidelines,
developing and implementing fund accounting systems and creation and
use of budgets.
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Business Planning
Establishing
short-term and long-term goals and effective methods of achieving them
is essential to successful business management. I can assist you in
developing a comprehensive business plan that will help you identify
and achieve your goals.
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Consulting Services
My
most important goal is to assist you and your company in increasing
after-tax profitability. The close working relationship I share with my
clients gives me a better understanding of their overall financial
goals. I offer a broad array of valuable consulting services including:
cash management, financing, business valuation, compensation and
benefit plans, computer-based accounting systems, succession planning
for family-owned businesses, compliance with government regulations,
software evaluation and setups.
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Financial Statements
I can provide financial statements on a regular basis or just when they are required by your bank or creditor.
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Services