Income tax preparation and support
With over 800 different IRS tax forms available, and everchanging tax codes, I can provide the professional knowledge necessary to optimize your tax return. With experience in all types of income taxes (individual, partnerships, corporations, retirement plans, and fiduciary returns) you can be assured you are getting the expertise necessary to file a complete and accurate return. In the event your return gets selected for audit by the Internal Revenue Service or your state taxing authority, rest assured that I will be by your side providing the support necessary to obtain the most advantageous outcome.
Tax planning
Beyond tax preparation, the real value I can provide a client is understanding their unique tax situtation and put them in a position to optimize that situation. Whether we meet once a year or once a month, I work to establish that tax plan in advance and provide you a tax roadmap that will minimize your tax liability in a way that is congruent with your overall “weath enhancement plan”.
Business consulting
Most people associate the CPA with only tax returns, but my expertise extends far beyond that. From initial entity selection to software needs to lease or buy decisions, I can provide you the professional insight needed to make optimal business decisions.
Fiduciary services
From estate and trust planning to the preparation of related tax returns, I will work with you and your attorney to make sure that the assets you worked hard for your entire life are left to the ones you care for in a manner that minimizes the federal and state tax impacts.
Retirement planning
Besides putting food on the table and paying the bills, a primary reason we work is to provide for retirement. I will work closely with you and your financial advisors to assure that you are taking the best path available in achieving your retirement dreams. My focus relates specificially to the tax implications, but also includes budgeting forcasts and actuarial calculations.
Accounting & bookkeeping
Many small businesses do not have the resources necessary to warrant any kind of accounting department. I can provide the accounting and bookkeeping services necessary for you to make informed decisions at a price that won’t bankrupt you. By outsourcing your accounting, you are assured of having your books in proper order throughout the year.
