Tax & Accounting Services

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. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

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.

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Enrolled Agent Services

This includes representing the tax paying client before the IRS.  We will represent you before the IRS in any dispute, audit or collection issue.

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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.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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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, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

The goal of tax planning and preparation is to maximize tax deductions and minimize tax burden. Tax planning also includes structuring withholding taxes and estimated tax payments for those who pay in semi-annual installments.

Tax planning can be scheduled anytime throughout the year, but the earlier in the year, the more effective it will be at managing tax liability for the coming year.

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Personal Tax Preparation

This includes single, married filing jointly, married filing separately, head of household is filed using the form 1040.  Those who only receive a W-2 from their employer and do not itemize their deductions and have no other sources of income file their taxes using the form 1040 and do not file schedule A. Those who itemize their tax deductions file a schedule A if their tax deductions exceed the standard deduction.  Investment and dividend income file schedule B. Price listing available at consultation.

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Business Tax Preparation

Small businesses that are sole proprietorships file schedule C of the form 1040.  Small businesses that are partnerships file form 1065 with Form K-1 to each of the partners.  Small businesses that are S-Corps file form 1120-S.  Corporations file form 1120 and billing is based on the number of legal entities and the consolidated return when applicable.  Price listing available at consultation.

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Other Tax and Accounting Services

We are available to advise clients on any stock-based compensation issues that may arise.  We will work with clients on bookkeeping, accounting and payroll and investment issues as requested.

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Call today to schedule an appointment!