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

Small Business Accounting/Tax Services

Personal Tax Services

Small Business Accounting Services

  • Set-up basic accounting ledger system (Paper or Electronic)
  • Maintain client books utilizing Generally Accepted Accounting Standards and the Internal Revenue Code

Business Consulting

Your business entity has a large impact on your personal taxes and other liabilities. From your company’s inception through its growth and development I will:

  • Review client’s history in business, current business goals and ascertain best entity structure for client’s needs
  • Give guidance to those individuals wishing to operate as a Sole Proprietorship
  • Entity selection and formation of C-Corporation, Subchapter S-Corporation, or Limited Liability Company

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Business Tax Planning

There are different types of business tax returns, each having their own unique issues and tax consequences. I guide my clients through a full range of tax planning and preparation decisions with strategies that:

  • Minimize tax liabilities
  • Maximize cash flow and profits and
  • Maintain focus to attain financial goals

My expertise, experience, analysis and thorough research allow me to:

  • Optimize financial opportunities to be found in existing as well as recently changed tax laws
  • Make sense of receipts, bills and notices

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Business Tax Preparation

  • Review paperwork and give suggestions to maintain compliance with IRS guidelines
  • Prepare C-corporation/S-corporation/partnership Federal, State and Local Income Tax returns
    • Prepare extensions and estimated payment vouchers for clients
    • Prepare quarterly estimated tax payments
  • Prepare annual Property Tax returns
  • Prepare monthly, quarterly or annual Sales & Use Tax returns
  • Prepare annual Occupational Tax returns
  • Prepare and file quarterly/annual Payroll Tax returns
    • Internal Revenue Service for Federal withholdings, Social Security, Medicare, and Federal Unemployment Tax reporting
    • State Department of Revenue for the reporting of state withholdings
    • State Department of Labor for the reporting of state unemployment taxes

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QuickBooks Accounting Consultation

  • Guidance in the selection of choosing the appropriate version of QuickBooks for a particular business.
  • Personal Training at the company’s location
    • One on one
    • Several individuals
  • Set Up of
    • Chart of Accounts
    • Preferences
    • Lists
    • Customers
    • Vendors
    • Employees/Payroll
    • Banking
    • Reports
  • Review on a mutually agreed upon periodic basis of
    • Transactions
    • Accounts
    • Reports

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Payroll Services

A computerized payroll system will facilitate

  • Processing
  • Timely payments
  • Preparation and filing of payroll tax returns
  • Reduction of time spent on the administration of payroll through
    • Development
    • Implementation
    • Training

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Accurate record-keeping is essential to a successful business, yet can also be complicated and time-consuming. I can

  • Assist with
    • Organization
    • Day-to-day bookkeeping tasks

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Personal Tax Services

Personal Tax Consultation/Planning

  • My Goal is to minimize tax liability
  • Sound tax planning advice on a continuing basis
  • Review of current circumstances
  • Review of any changing circumstances

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Personal Tax Preparation

  • My Goal is to provide peace of mind by
    • Reviewing each document submitted thoroughly
    • Interviewing clients thoroughly prior to the start of the preparation process in order to obtain a clear picture of the client’s circumstances
    • Preparing an accurate return

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IRS Representation

  • As an Enrolled Agent I have earned the right to represent taxpayers before all administrative levels of the IRS.
  • As an NTPI Fellow I have completed a rigorous three-year curriculum which has committed me to a higher level of knowledge and excellence in the area of representing taxpayers.

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Call today to schedule an appointment!