Client Services

My firm offers a wide range of services to each individual and business client. Because my firm is relatively small, my clients benefit by getting personalized quality service that is beyond comparison. Below I have listed the services that I offer to my clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.



Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business and financial strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Ask me about our new tax planning software.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Most returns are electronically filed.

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IRS Representation

As an Enrolled Agent, I am licensed to practice and represent clients before the IRS. My many years of experience insure that clients are being properly represented before the various federal and state tax agencies.I just completed my second year of a three year program to become a Fellow of the National Tax Practice Institute.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Estate & Trust Tax Preparation

I can prepare any fiduciary tax returns, both federal and state, that might be required.

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Miscellaneous

Past year tax return preparation

If you have not filed prior year returns, please contact us so that we may assist you.

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Consulting and Planning- Business & Personal

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