Services



Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Tax Preparation

Professional preparation of federal and state individual, corporate, partnership, trust, estate and gift, and LLC/LLP entities at competitive rates. We can also assist in filing past years returns if necessary.


Financial Planning

Budgeting, cash flow analysis, college financing options, investment options, life and disability requirements, personal financial statements, retirement and estate planning.


IRS and State/Local Representation

I know the tax laws, and I 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.


Tax Planning

Continuous monitoring of federal, state, and local tax law changes allow clients to minimize current and future tax liabilities. If necessary, I 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.


Accounting Services

A complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Preparation of custom financial reports for internal managerial use.


Financial Statements

Preparation of professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business' full profit potential.


Reviews and Compilations

Review and compilation services in accordance with SSARS and preparation of financial statements for use by banks, leasing companies, bonding companies, and owners.


Financial Forecast and Projections

Complete financial and business forecasting services, including proforma projections. Customized - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.


Consulting Services

A wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line


Business Valuations

Cost-effective business valuation services, quickly and efficiently. Business valuations are critical for estate planning, partnership and corporate buyout agreements, and divorce issues.


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 will 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.


Cash Flow & Budgeting Analysis

Expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.


Bookkeeping/Write-Up

Full-charge bookkeeping services including bank statement reconciliation and accounts receivables and accounts payables tracking and analysis.


International Taxation

If you worked overseas, you are entitled to certain US tax breaks. Make sure you get what you are entitled to by having an experienced preparer handle the deductions and credit you are allowed.


Business Succession Planning

Stop wondering if and how your business will continue without you there. With experience in business succession planning, I can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.


Estate Planning

Estate planning services to minimize both federal and state estate tax liabilities. Protect your heirs from the unneeded emotional devastation that can be caused by estate taxes.


Pension & Profit Sharing Plans

Pension and profit sharing plan options, analysis, and resulting tax benefits for your self employment business, corporation or partnership.


Buying & Selling a Business

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