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. My firm offers a full range of professional services to give you the individual attention that you deserve, and will tailor advice to your specific needs.

Some of the services my firm offers include:

 

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. My firm can explain each choice and its potential implications. As your business grows and changes, the type of business entity you choose may need to change also.

Return to Top

Client Advisory Services

My firm’s Client Advisory Services focus on improving the efficiency and effectiveness of your business and its operations, as well as Quickbooks guidance, quarterly consulting, and other advisory support.

Return to Top

Elder Care Services

With my firm’s elder care services, you get the help of a caring, honest, and knowledgeable professional; someone on your team, looking out for your loved one’s best interest. These services include any of the following: managing financial accounts, bill payment, bank reconciliations, household budgeting, and tax preparation.

Return to Top

IRS Representation

An IRS audit can be an intimidating and complex process. If you face an IRS audit, my firm will ensure that you are properly represented when dealing with the IRS and other tax authorities.

Return to Top

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, my firm can provide guidance on the available options as well as the most appropriate choice for your own financial situation.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. My firm can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Return to Top

Tax Preparation & Planning

Effective tax preparation and planning can assist you in minimizing your future tax liability. My firm can help you proactively manage your tax issues, including understanding how upcoming opportunities may impact your tax status. Not all tax planning opportunities are readily apparent.   My firm understands how the latest federal, state and local tax legislation and other developments affect you and are constantly identifying new ways to reduce federal, state or local tax liabilities.

Return to Top

Call today to schedule an appointment!