Services

I provide a variety of Tax, Financial, and Accounting services to my individual and small business clients. I pride myself on giving personal attention to my clients so I can provide highly personalized services that will benefit you and help you reach your personal and business financial goals.

Below is a list of typical services I provide. If you are interested in any of these services, or need something a little different, please feel free to Contact Me and ask. If it's not a service I can provide, I may be able to refer you to another professional that can.

Tax Services

  • Tax planning & return preparation for:

    • Individuals

    • Corporations

    • Partnerships

    • LLCs/LLPs

    • Estates, trusts & gift

    • Not-for-profit organizations

  • Representation to taxing authorities

  • Assistance replying to letters/correspondence from taxing authorities

  • Tax planning including:

    • Contributions to tax-benefit retirement plans

    • Gifts

    • Deductions/Credits

    • And more!

  • Review self-prepared returns:

    • Prepare your own return and I can review it for audit risk and let you know if there are any ways to save money


Accounting Services

  • General ledger & financial statement preparation

  • Bookkeeping (Monthly/Quarterly/Annual)

  • Accounting system setup for new businesses

  • Business tax return preparation (Sales & Use/Business Property etc.)

  • Personal financial statements