Tax Services

My tax service emphasizes the need to help you minimize your personal, business or fiduciary taxes, in an accurate, legitimate and timely manner while maintaining a fee structure that is cost-effective. My specific service areas include:

  • Income tax planning and income tax preparation for individuals, corporations, partnerships, LLCs, trusts and estates
  • Assistance with and represetation for audit from IRS and other tax authorities
  • Current, prior year and out of state tax returns
  • Sales tax, payroll tax, property tax and county business tax returns

Bookkeeping Services

My write-up (bookkeeping) service combines bookkeeping, payroll and tax work at an affordable monthly or quarterly price. All of your accounting and tax needs, including most income tax preparation work, are covered by this fee. This is the most cost-effective accounting service anywhere for many small businesses. Major features include:

  • Monthly or quarterly bookkeeping, payroll and financial statements
  • Form filing to all tax authorities such as sales tax, payroll tax, W2/1099s etc.
  • Unlimited consultation by phone or in our office for all accounting and tax issues
  • Income tax planning and preparation for business and owners at no extra or reduced cost

Accounting Services

For those businesses that prefer or need to maintain in house accounting, I provide the following accounting services to fit your needs. I guarantee good, quality work at very competitive prices:

  • Regular or temporary on-site accounting support by experienced bookkeepers
  • Assistance with accounting system set-up, accounting and financial data review on-site or in our office
  • Compiled, reviewed or audited financial statements for internal management or external (such as banks, investors) usage

Nonprofit Organizations

To assist with the unique accounting and financial requirements for nonprofit and charitable organizations, I offer the following expertise:

  • Auditing and reporting of financial statements
  • Temporary or permanent accounting/bookkeeping support
  • Consultation on compliance matters
  • Tax return preparation for your organization
  • Audit assistance for your existing auditors