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
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
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
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
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
Bookkeeping/Write-Up
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
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
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
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.