Services
If you are looking for an Income Tax Consultant that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and can give you the individual attention that you deserve. I will thoroughly review your personal situation and offer my best advice to your specific needs.
|
Individual & Business Tax Returns
My firm uses the most recent and updated professional tax software by Intuit. You can rest assured that the tax return created will be using the most up to date information provided by the US Treasury, IRS and the individual States applied to your return (if any). Weather you need Individual or business tax service, I can help!
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. I can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, understanding how upcoming business and personal decisions can impact your tax status. By having me on your team, together we can avoid any year end surprises that will have you paying extra taxes. I research and understand the latest federal, state, and local tax legislation that will affect you and your business.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
QuickBooks Consulting
I provide QuickBooks Consulting Services to ensure the smooth operation of the financial side of your business. If you are lost or confused on how to set up your QuickBooks program, I can review and set-up your personal set of accounts. As your business needs grow and change, I can provide input and planning assistance to make sure that your accounting and financial systems keep pace with your business needs.
Bookkeeping Services
If you just need a little help keeping up with your accounting, I can provide monthly, quarterly, or annual bookkeeping services. Bank accounts and credit card statements will be reconciled to provide a detailed look at your income & expenses.
Financial statements are a crucial tool for decision making in all aspects of your business. I can work closely with your in-house bookkeeper, if needed, or I can develop the right bookkeeping procedures and accounts for creating those financial statements.
Payroll Services
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. I can take on full time payroll or file the forms to the Federal and State entities as needed. You will learn the filing due dates and requirements for your business.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. I will review and advise you on your businesses obligations and needs. Also, if you want to file and pay your sales taxes on your own, I can set up your account with the proper authority so that you can file them on your own.