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Services We Provide
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| Taxation
Individual (1040)
Small Business 1120 and 1120S)
Non-Profit (990)
Partnership (1065) Income Tax
Preparation and Tax Planning. I work diligently with clients through out the year to ensure that clients plan accordingly and to consider all legal deductions for maximum tax benefits.
I also offer free electronic filing for all my clients who desire to have their returns filed electronically.
Representation before the IRS. I am fully qualified to assist clients before the IRS or client=s State Department of Revenue. If you have questions on a correspondence received from the IRS or if your return has been selected for an audit. I can offer professional advice.
Retirement plan tax return preparation-one person 401k returns
Personal Financial Planning (Fee Only)
Help in defining and achieving financial goals
Calculate net worth and income needs
Investment analysis and objective recommendations
Risk management
Review and assess life, disability and other insurance needs
Estate planning including will and trust provisions
Gifting strategies
Income tax planning
Funding a child's education needs
Retirement planning
Other financial Issues
Accounting & Business Consulting
Assistance in business plans, proposals and cash flow projections
Selection of appropriate legal entity to benefit your business
Reviews of operating procedures to increase efficiency and enhance profits.
Financial statement preparation
Financial projections and forecasts
Personal financial statements
Assist in the appropriate retirement plan selection
Accounting system selection
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