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Overview:
As a Certified Public Accountant with over thirty years of experience, I am very skilled in knowing the needs of small and medium sized business as well as being very adept in personal income taxes. I can advise and guide the business through income taxes, payroll taxes, sales taxes and more. I proactively offer advice and see solutions to the various problems encountered. My tax services do not end upon completion and delivery of your income tax return. I am available year round to discuss issues and concerns, or address problems. I pride myself on the quality of service provided. I subscribe to the notion that quality services can be provided at reasonable rates. My goal is to continuously guide the business to improvement. I proactively mitigate my clients taxes through realization of deductions and credits others may be unaware of. I maintain an active network of business service providers who can serve your business beyond my scope as the CPA.
Our Areas Of Expertise:
As a CPA, I offer the services that are necessary to the success of the small and medium sized business, as well as comprehensive income tax services. These services include, but are not limited to;
Business structure
Bookkeeping services
Forecasts and projections
Banking relationships
Business succession
Income tax planning
Income tax preparation
Business tax preparation
Payroll services
Payroll tax services, including for domestic help
Sales tax services
Tax problem resolution
Estate tax planning
Internal control design and structure
Financial statement preparation
Audits, reviews and compilations of financial statements
Areas Served:
During the course of many years of experience, I have learned to understand and anticipate the various business service needs of the small and medium businesses. In addition, my personal income taxes services are comprehensive including tax planning, tax preparation designed to maximize savings, and tax problem resolution. I have worked with many industries. I offer audit services including those for employee benefit plans (i.e. 401(k) plans), and not-for-profit organizations. I understand the struggles of start up operations, and offer the frequent and close attention they need. As mentioned, I subscribe to the philosophy that quality services can be provided at reasonable rates.