I have the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. I can deliver the services you need in a professional, fast, and cost-efficient manner.
Tax Planning I continuously monitor federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities. If necessary, I can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. I offer full tax preparation and filing services.
Tax Preparation I offer professional preparation of all federal, state (all states), and local tax returns at competitive, affordable rates.
I recommend and provide electronic filing of federal and state (all states) income tax returns.
IRS and State/Local Representation I know the tax laws, and I know how your tax return was prepared. I can provide complete representation services before the IRS as well as state and local taxing authorities. I am also experienced in negotiating Offers in Compromise with the IRS.
Estate, Gift and Trust Tax Return Preparation I provide preparation of federal and state estate, gift, and trust tax returns.
Accounting Software Selection I am a "Certified Quick Books Professional Advisor" and provide a full range of services including installation and customized setup.
Cash Flow & Budgeting Analysis I offer expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.
Nonprofit organization consulting services I provide services in the areas of budgeting, specialized financial reporting, accounting systems review and design.
Personal and Business Financing Analysis I can help you determine your financing options, whether it be for business loans or personal mortgages, refinancing, etc.
