What can I do for you today?

It seems like a straight forward question, but I feel it opens the door to some of the most meaningful conversations. As an accountant, I don’t just prepare tax returns. I am constantly searching for the most efficient ways to help you manage your personal and business finances. My goal is to help you keep and effectively manage the money you work so hard to earn.

Book Keeping / Write UP

Whether you are a new business or someone who has ‘made do’ the last few years, I can help you set up recordkeeping and accounting systems that work for you.  I can prepare or assist you in preparing financial statements, general ledgers and detailed journal reports.  As your business needs grow and change, I can provide input and assistance to make sure your accounting systems keep pace with your business needs.

Business Consulting

As your business partner, I am here to help you deal with the growing pains and opportunities that come up in your business.  Whether you have questions related to expanding, downsizing or restructuring your business, I have the experience and expertise to help you make the right decisions for the future of your business.

Business Entity Selection

The business entity (LLP, LLC, sole proprietorship, partnership, corporation, etc.) you choose for your business has enormous financial and tax implications.  I can explain each entity type and its implications and assist you in making the best choice for your business.  As your business grows and changes, the type of entity you choose may change as well.  If that becomes the case, I am here to guide you through the entity restructuring process.

IRS Representation

An IRS audit can be an intimidating and complex process.  If you or your business is selected for an audit, I can assist you in presenting your case and documents to the IRS.  I can also help you understand exactly what the IRS is requesting, why they are requesting it and how you can avoid problems in the future.  With many years experience in dealing with the IRS and state agencies, I can help minimize your liability as well as your stress.

Tax Preparation & Planning

I guide my clients through a full range of tax planning and tax preparation decisions with strategies that minimize your tax liabilities, increase your cash flow and keep you on track to your financial goals.  My expertise, experience and thorough research allows me to find opportunities in existing tax laws as well as recently changed legislation to reduce your personal and business tax liabilities.