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In many cases, a client's business and personal taxes are intertwined. With knowledge of both sides, I can help improve your personal tax position. I may also refer you to financial services experts who can help you chart an overall course, including estate, gift and retirement planning. What you want most is tax advice you can count on -- reliable counsel to guide you through complex and ever-changing tax rules. You want to pay your fair share, but not more than necessary under tax law, using strategies geared toward your long term business and personal goals.
My services focus on the preparation of tax returns for individuals and small to midsize businesses. But what if you need more? I can assist with tax planning and create "what if" scenarios to help minimize tax exposure. Need bookkeeping help for your small business? I can advise on how to set up and maintain your accounting systems, or refer you to an expert. Need payroll or 1099 support? I can assist with calculations and reporting to ensure compliance with federal and state filing requirements.
Need a quick answer to a tax question? Many tax consultations are complimentary for existing clients.
Return Preparation & Tax Planning
Federal & State
Research, Estimates & Projections
Tax Audit & Correspondence
Special Tax Filings
Foreign Bank Accounts (FBAR)
Choice of Entity & Setup
Payroll / 1099 Filings