I offer a full range of professional services while providing personal, individualized attention to each client. I will thoroughly and conscientiously study your personal situation and tailor advice to your specific needs.
Accounting Software Selection & Implementation
As a Certified QuickBooks ProAdvisor, I can assist you in determining which QuickBooks software is most appropriate for your business needs. I can also provide setup, training and ongoing support. Ask me about QuickBooks product discounts available exclusively for clients of QuickBooks ProAdvisors.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. EAs speak IRS talk and are America’s tax experts.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. I offer Notary Public services and am available when you need me.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.