Whether you are an employee, self employed, landlord, student or retiree, individual tax preparation can be a difficult and time consuming process. I work with individuals to minimize their tax liability by helping them navigate the complex, ever changing landscape of our tax system.
I offer remote tax preparation options that are tailored to meet the needs of my clients’ busy schedules including online scheduling, a web based client portal for secure document sharing, digital signature options and electronic tax filing services.
Business entity tax returns are complex and require experience to get the best results. They are the end product of a year’s worth of transactions, decisions and events; they are not simply an accumulation of data. An optimal business tax filing considers presentation, timing and compliance with a tax system that is constantly in a state of flux. The proper reporting of items such as payroll, subcontractors and depreciation among others can mean the difference between an audit and a business owner’s best tax result.
The best way to ensure you are minimizing your tax liability is through effective planning. Tax laws have dramatically changed in the recent past and are expected to continue to change. With taxes, there will always be opportunities and obstacles. I work with my individual and business clients to develop tax strategies to ensure they are minimizing their tax burden.
There are many different bookkeeping solutions: QuickBooks, Excel and other low tech systems are all options for business owners to consider. No matter what method you choose, a contemporaneously maintained system is essential. There is no substitute for timely financial information. I specialize in helping my clients find the system that works best for them and offer services to help them maintain it. I also offer solutions that automate the bookkeeping process and ensure a business owner always has access to an accurate and up to date accounting of their business’s finances.
The recent past has taught us that the lack of real-time financial information can have a devastating impact on a business’s finances. Whether it be for making a strategic decision, loan qualification, cash flow or tax planning/preparation purposes, there is always a need for timely financial information.
Payroll administration and reporting can be an extremely time consuming and daunting task. The penalties for miscalculation, misreporting, late filing and/or late payment can be severe. I refer to various trusted partners who specialize in payroll processing and reporting.