My firm offers a wide range of services to individual and business clients. Being a small firm, I am able to offer my clients personalized quality service. Below, I have listed the services that I offer.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
The firm's significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.
Year End Payroll Services
Our firm can help you develop a payroll system and prepare all necessary year-end payroll tax documentation in a timely manner.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping.
Providing financial information to clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation
- Personal financial statements
I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information. The financial statements produced can be a useful tool for management for making financial decisions.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. I can help you choose and implement the system that best fits your needs.
Certified QuickBooks Pro Advisor ®
I am a Certified QuickBooks Pro Advisor ® and can assist you in QuickBooks ® Setup, Training and Reporting.
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
- Mergers & acquisitions
- Asset protection
- Investment review
- Litigation support
- Cash flow forecasting
- Employee benefit plans
- Expert witness services
- Internet commerce