My firm has the
resources, experience, and depth of knowledge to offer the
following services to both individuals and businesses. We can
deliver the services you need in a professional, fast, and
has the resources, experience, and depth of knowledge to offer
the following services to both individuals and businesses. I
can deliver the services you need in a professional, fast, and
I can provide full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
It is never too early to start planning for retirement. If you
want to live the same lifestyle--or an even better one--than
you do now, you need to start planning for retirement...NOW. I
can analyze your projected income and expenses and suggest
investment funding techniques to help you make sure that your
golden years 10, 20, and even 50 years from now live up to your
I can prepare professional, GAAP-compliant financial statements
as well as tailor-made financial analyses that can help
business owners and managers eliminate inefficiency and realize
a business full profit potential.
Gift and Trust Tax Return Preparation
I also provide preparation of federal and state estate, gift,
and trust tax returns.
I offer professional preparation of all federal, state, and
local tax returns at competitive, affordable rates.
Stop wondering if and how your business will continue without
you there. I can suggest many courses of action to provide
assurance that your business will enjoy a smooth continuance
and that your heirs and business associates will be well
I prepare all sales tax filings and offer full sales tax audit
I offer complete management advisory services, including
systems implementation and management, cost controls, employee
benefit plan restructuring, and much more.
I offer estate planning services so you can minimize both
federal and state estate tax liabilities. I will endeavor to
protect your heirs from the unneeded emotional devastation that
can be caused by estate tax levies.
Forecast and Projections
I provide complete financial and business forecasting services,
including proforma projections. I will also customize - What If
- planning scenarios to help management foresee and plan for
unexpected business contingencies.
You are ready to move into the computer age, but you have fears
of expensive, unsuitable software, fourteen year-olds hacking
into your server, and systems crashing. I understand your fears
and will work with you to set up an efficient, user-friendly
computer system. I can explain even the most advanced high-tech
concepts in plain English. Whether you want to set up a
computerized accounting system, a computer network, or even an
online web store, I can help.
Personal financial planning is the long-term process of
achieving one's financial goals. I can help with the
development and implementation of coordinated plans for your
overall financial objectives.
I can provide a custom portfolio analysis and review the risks
and returns of specific investments including stocks, bonds,
REITs, and limited partnerships. I will also determine an
optimal asset allocation for you by taking your unique personal
and financial goals and resources into account.
I continuously monitor federal, state, and local tax law
changes to allow my clients to minimize current and future tax
liabilities. If necessary, I can implement tailor-made due-date
tax compliance monitoring systems to prevent costly interest
and penalty assessments attributable to late filing. Of course,
I also offer full tax preparation and filing
I know the tax laws, and I know how your tax return was
prepared. I can provide complete representation services before
the IRS as well as state and local taxing authorities. I am
also experienced in negotiating Offers in Compromise with the
I offer a complete range of accounting services, including
receivables, payables, and payroll management. I prepare
financial statements in accordance with Generally Accepted
Accounting Principles (GAAP) for use by banks, investors, and
other third parties. I will also prepare custom financial
reports for internal, managerial use.
Whether for third party or internal purposes, I can prepare
both Review level (limited assurance) and Compilation level
(information that is the representation of management)
I offer a full range of tax planning and compliance services. I
will work with you year-round if necessary in order to minimize
your total tax burden. I also prepare all federal, state and
local tax returns for individuals and businesses.
I offer a wide range of consulting services to help you improve
business operations, boost efficiency, and increase the bottom
If you are getting your first business software bundle or not
satisfied with what you have now, I can analyze your needs and
recommend the appropriate softare and install it as
I can provide cost-effective business valuation services,
quickly and efficiently.
I also offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
Flow & Budgeting Analysis
I also offer expert cash flow and budgeting analyses that can
help you minimize cost overruns, lost purchase discounts, and
uncollectable receivables. Many of my clients state that these
value-added services are indispensable.
Selling a Business
I can advise prospective business purchasers about local market
conditions, industry trends, and the financial condition of an
acquisition candidate. If you are selling a business, I can
offer advice for obtaining the best possible sales price and
contract payout terms.