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Practice Areas

I am dedicated to providing you with expert, cost-effective and personalized customer service that is as unique as you are. No two tax returns or businesses are alike, and I tailor my services to each client based on your individual needs. 

Individual Tax

The goal of individual income tax service is to prepare and file a complete and accurate tax return in full compliance with the law, while taking advantage of every legal option to minimize your taxes and give you peace of mind. Contact me for a free tax organizer.

Services include:

  • Providing no-cost tax organizers to help you get started, obtain records, and provide them to me to help ensure the most complete and accurate tax return

  • Preparing and filing individual income taxes (available in all 50 states)

  • Tax planning

  • Preparing estimated tax payments

  • Amending prior-year returns

  • Representing taxpayers in audits from taxing authorities (whether or not I prepared your return)

  • Reviewing and responding to correspondence form taxing authorities

Business Tax 

Business returns (including corporations and partnerships) have different requirements from individual returns. Some additional needs include income and payroll taxes, monthly accounting, and bookkeeping.

Services are similar to individual tax preparation, but focus on your company.

Payroll

Employee payroll can be time consuming and frustrating. Keeping tabs with withholding forms, payroll taxes, and remitting monthly and quarterly payroll returns takes valuable time that you could spend growing your business.
 

We partner with Gusto and Quickbooks Payroll for your payroll requirements.

Bookkeeping

 

If accounting is the language of business, bookkeeping is your primary method of understanding the pulse of your business. Call on me for financial statement preparation, cash flow analysis, bank statement reconciliation or just to understand how your business is doing.

 

Services include:

  • General ledger data entry

  • Bank statement reconciliations

  • Preparing financial statements

  • Maintain detail listing of fixed assets & calculate depreciation, if applicable

  • Analyze accounting records and recommend adjusting entries, if applicable

  • Assist management in recording journal entries in the general ledger, upon request

Consulting

I provide a wide variety of individual and business accounting and tax consulting services. Accounting is a broad and diverse field, and each question is as unique as the individual posing it.

 

Consulting services are provided on an hourly fee basis to be discussed prior to commencing work.

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