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

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