If you are a current client, please use the following link to access the client portal:
My firm offers a wide range of services to my individual and business clients. Being a sole practitioner, I am able to offer my clients personalized quality service.
My continual investment of time and resources in professional continuing education, state-of-the-art tax software, computer technology and long term client relationships is indicative of my commitment to excellence.
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.
Tax Services
Tax Preparation
My significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, and trusts.
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.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Sales Tax Services
Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist my business clients in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Accounting Services
Accounting Services
Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement overview
- Bookkeeping consulting (Monthly/Quarterly/Annually)
- Accounting system setup for new businesses
- Business tax return preparation (Sales & Use/Business Property)