Services

Tax and Accounting Solutions

I offer a variety of services for individuals, small business owners and landlords.  Whether it's tax preparation, QuickBooks consulting or planning services, I can help.

Single Strategy Sessions

Sometimes you just need some answers.  Strategy sessions are best used by prospective clients who aren’t getting the help they need.  Here are some examples of common topics:

  • Tax Return Review – Finding tax deductions and strategies your current tax preparer missed
  • Tax Planning/Forecasting – Understanding your future tax liabilities before they happen
  • New Business Start-Up – Questions and answers entrepreneurs need to know
    Entity Selection – Choosing the right entity can have a big impact on the taxes you pay
  • QuickBooks Set-up/Evaluation – Get the financial information you need to run your business
  • Cash Flow – Managing financial peaks and valleys by forecasting revenues and expenses
  • Entity Level Tax – How paying taxes through your entity can save you money
    Retirement Saving – Selecting the best retirement saving option for you and your business
  • IRS/State Audit Support – Resolving tax disputes through experienced representation
    Rental Property Acquisition – Questions and answers landlords need to know

Individual Taxes

Whether you are an employee, solopreneur or landlord, individual tax preparation can be a difficult and time-consuming process.  I offer 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.

Corporate / Partnership / LLC Taxes

Business entity tax returns are complex and require experience to get the best results.  They are the product of a year’s worth of transactions, decisions and events.  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.

Tax Planning

The best way to ensure you are minimizing your tax liability is through effective planning.  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.

Fees

Initial consultations are free.

Tax preparation and planning services are billed based on the nature and complexity of each engagement. Fees are billed at a flat rate and are always disclosed in advance.

Single strategy sessions are $595 and generally meant to last between 1-2 hours.

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