As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Tax Planning & Preparation
Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We can prepare tax model calculations for a single year or multiple years to identify tax saving opportunties.
IRS Representation
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.
Consulting Services
Consulting Services
I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
Miscellaneous
Estate and Trust Tax Planning
We work with executors, administrators, trustees and their attorneys to strategically plan the selection of fiscal years, asset allocations, financial transactions and distribution timing to minimize tax costs and maximize assets flowing to beneficiaries.
Estate & Trust Tax Return Preparation
Estate and inheritance returns and fiduciary income tax returns are prepared so that executors, administrators and trustees meet their tax reporting resposibilties.