Category Archives: Services

Other Services

Posted on by

I offer other professional services on a per client basis, depending on the client’s needs.  Some of the services that I can provide are:

  • 1099 preparation and e-filing

Posted in Services

Tax Planning and Advising for Individuals and Businesses

Posted on by

Many of my clients can benefit from tax planning before the end of each tax year.  Tax planning can help identify tax problems and opportunities before the year end and will allow most clients to estimate their future tax liability.  Tax planning usually takes place in November and December for individuals and calendar tax year entities and two months before fiscal year end for other entities.

Posted in Services

Individual Tax Preparation

Posted on by

I provide individual tax preparation for all size individual returns from fairly simple to very complicated.  I am very experienced at preparing complicated returns including, rentals, sole proprietorships, pass-through entities, dispositions, and multi-state returns. I work with my clients to provide them with all of their tax scenarios so that they can choose the best option for their situation.

Posted in Services

Small Business Tax and Financial Services

Posted on by

My specialization is small business tax preparation for all entity types as well as exempt organizations and small to mid-sized trusts.  I have extensive experience with many different industries and their particular tax situations.  I provide many different levels of service, from just tax preparation to full tax preparation, tax planning, and bookkeeping services.  Free consulting sessions are available to prospective clients.

Posted in Services