Services Offered

The Federal income tax code is constantly changing, and you need a trained professional to make sure you keep up. I believe that you are most successful when you are fully informed about the tax implications of your financial situation, both for your business and personally. I can help identify tax savings strategies and assist you in navigating all the complex tax filings. Accuracy and timeliness of record keeping is key to your financial success or failure. I can work with you to put the proper processes and procedures in place.

For Businesses

  • Income Tax Preparation
  • Corporations
  • S-Corporations
  • Limited Liability Companies
  • Partnerships
  • Trusts
  • Income Tax Planning
  • Estimated Tax Payments
  • General Overall Strategy
  • Transaction Specific
  • Accounting & Bookkeeping Assistance
  • Payroll Calculation
  • Quarterly & Annual Reporting
  • Budgeting Assistance
  • Business Planning
  • Strategic Financial Decisions
  • Procedure Reviews
  • Succession Planning
  • Exit Strategies

For Individuals

  • Tax Preparation
  • Federal & State Income Tax Returns
  • Gift Tax Returns
  • Estimated Tax Payments
  • Income Tax Planning
  • General Overall Strategy
  • Transaction Specific
  • Personal Finance Planning
  • Purchase of 1st / 2nd Home
  • Education Funding
  • Budgeting Assistance
  • Retirement Planning
  • Older Relative Care
  • Other Major Life Events