Services



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

cost-efficient manner


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Bookkeeping

My firm provides assistance in implementation and maintenance of client-maintained bookkeeping services

utilizing real-time access to your financial data through cloud based Xero Accounting.

Please contact me regarding this exciting opportunity, and my provision of ongoing services to your business.

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Accounting

Services

My Firm offers a complete range of accounting services,

including receivables, payables, and payroll management.

My firm will also prepare custom financial reports for

internal, managerial use.

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Payroll

Services

My firm offers complete payroll preparation and payroll tax

reporting services as well as assistance with implementation and management

of online client-maintained payroll systems. Let me help you to decide which

approach is best for the way that you wish to run your business!


I am able to prepare all federal and state returns and offer

full magnetic media and electronic filing capabilities.


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Sales Tax

Services

My firm prepares all sales tax filings and offers full sales

tax audit representation.


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Tax

Services

My firm offers a full range of tax planning and compliance

services. We will work with you year-round if necessary in

order to minimize your total tax burden.


My firm also prepares all federal, state and local tax returns

for individuals and businesses.


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Tax

Planning

My firm continuously monitors federal, state, and local tax law

changes to allow its clients to minimize current and future tax

liabilities.


If necessary, we can implement tailor-made due-date tax

compliance monitoring systems to prevent costly interest and

penalty assessments attributable to late filing.


Of course, I offer full tax preparation and filing

services.


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Tax

Preparation

My firm offers professional preparation of all federal, state,

and local tax returns at competitive, affordable rates.


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IRS and

State/Local Representation

My firm knows the tax laws, and we know how your tax return was

prepared. We can provide complete representation services

before the IRS as well as state and local taxing

authorities.


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Accounting

Software Selection

I can assist you with the selection and implementation of

software for your own use in order that you may minimize the

drudgery of this aspect of daily operation.


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Litigation

Support

I can provide a wide range of assistance for you and your legal

counsel, should the need arise.



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A Note About Investment Services...

I do not provide investment advice or commission-based

financial products, nor am I licensed (or inclined to become

licensed) to do so.


I will be happy to work with you and your investment broker, if

you so desire, in order that you may be comfortable with the

types of

investments which you hold, or which you may be considering

purchasing, as they relate to your overall financial, tax, and

estate plans.


I will not "pass judgement" or give recommendations regarding

specific securities or investment opportunities.


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