Small 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.  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.

Individual Tax Preparation

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.

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 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 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
  • Contract controlling
  • Financial advocacy with the IRS and other institutions
  • Expert witness testimony
  • Accounting consultation
  • Financial statement review