MY SERVICES

Offering a complete range of accounting services

Federal Tax Return Preparation
Tax preparation and filing services including: individual, partnership, corporate or estate income tax returns.

Tax Planning And Compliance Services
I will work with you year round if necessary in order to minimize your total tax burden.

Tax Planning
Continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities in addition to preventing costly interest and penalty assessments attributable to late filing.

Estate, Gift and Trust Tax Return Preparation
Provide expert preparation of federal and state estate, gift, and trust tax returns.

Corporate Services
Assist when you decide to become an employer. Will help you register with the state and with the federal government as an employer. I will provide ongoing CFO services.

Financial Statements
Prepared in accordance with Generally Accepted Accounting Principles, as well as tailor made financial analyses that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

Payroll Services
Full service payroll including quarterly filing of payroll taxes and state requirements.

HOW I DO BUSINESS

Goals
When working with clients, I follow a procedure which has proven effective in helping people develop a sound financial management program. After a comprehensive understanding of your needs and goals, a proper strategy is developed. This is essentially a game plan that enables you to get from point A (where you are now) to point B (Where you want to be).

Education
I'll describe the reasoning behind the recommendations and how they fit within the scope of your overall financial and tax plans. Also, any risks or potential problems will be covered so that you know exactly what to expect from your financial goals.

My Commitment to Quality and Principals of Professionalism
My client's interest comes first. I am in business to help my clients achieve their financial goals. Expect quick and efficient responses to your inquiries. I return telephone calls and handle inquiries and requests promptly. I make it a point to know and anticipate my clients' changing needs.

QuickBooks Management, Setup and Support
In today's fast-paced society, we are all looking for the most efficient and least expensive way to get things done in our business and personal lives! I will assist you with setting up your QuickBooks and train you to process them by yourself, or I can take this burden off your shoulders and personally do them for you accurately and on time. I will show you how to send me your QuickBooks file on a continual basis to ensure that you are handling everything properly. To make sure clients are handling everything "by the book" I will show you how to send me your QuickBooks file monthly or quarterly. I will review your files and also prepare your taxes, payments and any other routine services. Then I will send the updated file back to you! All you will have to do is print your tax payment checks and you are ready to go for the next tax period!