Tax Services

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 refer you to a specialist who can guide you through the complex process of getting your financial affairs in order.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. I can refer you to a payroll service that can help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

My 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, and trusts.

Accounting

Bookkeeping/Write-Up

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.

Consulting

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, I can assist in helping you address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Mediation Services

Effective mediation facilitates forming meaningful agreements between two parties.  I have a primary focus on divorce mediation.  Please contact me for more information.

Quickbooks

Quickbooks Training

Clients greatly appreciate the advantage they get with QuickBooks® Online Software: Up-to-date accurate financial statements to manage their daily operations, directly linked with their accountant, accessible from any device at any time.  We offer one-on-one training with QuickBooks® to afford you to take control of your own accounting to manage your business efficiently and effectively.