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.
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.
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.