Offered Services:
Bookkeeping & Reports
Maintain and update your general ledger on a regular basis to ensure items are properly classified so that you can make smarter business decisions. This is crucial in understanding trends in your cash inflows and outflows on a month to month basis..
Tax Preparation
Federal and state personal, trust, estate and gift, partnership, and/or corporate tax returns, and 990 tax exempt returns.
Filing your return is not only important for compliance with the federal and state government agencies, but can also be critical if you are needing a loan as banks and lenders typically require your most recent tax return.
Taxing Authority Support
Received a notice and/or concerned about whether you are asking the right questions with the government agencies? I will communicate on your behalf with the IRS/state and local tax agencies regarding notices and other general inquiries.
Business Setup Services & Consulting
Whether you are thinking about starting a new business or have recently started one, I am here to assist you with general business questions and offer guidance for pursuing your passion.
Tax Projections & Estimates
Staying current with your projected tax obligation will minimize the penalties that the Internal Revenue Service may impose such as the underpayment penalty and the failure to pay penalty.
I can produce tax estimates for your individual return based on historical and/or current information so that you will be able to meet your annual tax obligation.
Indirect Tax Compliance
Sales and use tax and tangible/real property tax preparation so you stay current with the county and state government.
Additional Services Upon Request
Don’t see what you are looking for above? Please contact me to see if I can meet your needs.