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.
Tax Preparation and Planning
Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries at competitive, affordable rates.
My Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. My firm will also prepare custom financial reports for internal, managerial use and income tax use.
My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
We offer our in-house service or we will come to your office and assist you on your software and computer.
My motto is "Have CPA Will Travel".Payroll Services
My firm offers complete payroll check preparation and payroll tax reporting services. We prepare all federal and state returns. We can make federal and state tax deposits electronically and on the web or assist you in doing so.
Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? My firm will help you select the software that's right for you and will teach you how to use it effectively.
We are QuicBook Pro Advisors and install and support most major accounting software. Some of our current support includes CYMA, Peachtree, and NetLedger.
My Firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
We will 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, we can help.
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. We are also experienced in negotiating Instllment Agreements and Offers in Compromise with the IRS.
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. We 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 expectations.
Estate, Gift and Trust Tax Return Preparation
My firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Sales Tax Services
My firm prepares all sales tax filings and offers full sales tax audit representation. We also file all returns using the internet where possible.
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? We can help.
My firm can help you weigh the complex benefits and costs posed by today's qualified and non qualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
My firm is well aware of the tax compliance and technological challenges you face when you are considering Internet Commerce ventures. We will be happy to help.
My firm serves a few clients that operate outside the borders of the United States, our international tax services can help you understand how foreign tax laws can affect you or your business.
My firm offers tailor-made forensic accounting services. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.
Buying & Selling a Business
My firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
My firm has experience in Mergers and Acquisitions that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other considerations.
Bankruptcy is one of the most frightening words to hear when you are running a business. However, we will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
My firm provides professional compilation, review, and pre-audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete pre-audit attestation.
We specialize in preparing tailor-made Income Tax Basis financial statements as well as financial analyses that can help business owners and managers eliminate inefficiency and realize a business's full profit potential.
Business Succession Planning
Stop wondering if and how your business will continue without you there. We 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 protected.