Services

                                                                       



Bookkeeping/Write-Up

My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Tax Services

My firm offers a full range of tax planning and compliance services. I will work with you year-round if necessary in order to minimize your total tax burden. My firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning 

My  firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I offer full tax preparation and filing services.

Tax Preparation 

My  firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation

My firm knows the tax laws, and we know how your tax return was prepared. I can provide complete representation services before the IRS as well as state and local taxing authorities. I am also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

My firm offers  payroll preparation and payroll tax reporting services. I prepare all federal and state returns and offer electronic filing capabilities.

Sales Tax Services

My firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

My firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? My firm will help you select the software that's right for you and will teach you how to use it effectively.

Buying & Selling a Business

My firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Computer Consulting

You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. I understand your fears and we will work with you to setup an efficient, user-friendly computer system. My business-savvy computer technicians and programmers can explain even the most advanced high-tech concepts in plain English. Whether you want to set up a computerized accounting system, a computer network, or even an online web store, my firm can help.

Consulting Services

My company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Estate Planning

My firm offers estate planning services so you can minimize both federal and state estate tax liabilities. I will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Financial Planning

My firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Pension & Profit Sharing Plans

Would you like help setting up a pension or profit sharing plan? Talk to us!

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. I can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.