My services
Business Tax and Financial Services
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 and can provide tailored solutions at varying levels of complexity from basic tax preparation to full tax preparation, tax planning, and bookkeeping services. Free consulting sessions are available to prospective clients.
Individual Tax Preparation
I provide individual tax preparation for individual returns of all shapes and sizes, from the fairly simple to the very complex. I am very experienced in preparing complicated returns including those that may encompass rentals, sole proprietorships, pass-through entities, dispositions, and multi-state returns. I work with my clients to outline all possible tax scenarios so that they can choose the best option for their situation.
Tax Planning and Advising for Individuals and Businesses
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’s 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.
Other Services
I offer additional professional services on an as-needed basis depending on the client’s needs. These include:
1099 preparation and e-filing
Contract controlling
Financial advocacy with the IRS and other institutions
Expert witness testimony
Accounting consultation
Financial statement review