I provide federal and state tax preparation services for Individuals, Partnerships, LLCs, S Corporations, C Corporations, Estates and Trusts. I have devoted and continue to devote significant time to studying tax laws. This enables me to deliver both written materials as well video content to my clients so small businesses and individuals are afforded “big firm” services in a more relaxed environment.
Whether the composition of the audience was accountants, attorneys, small business owners or individuals, I have been speaking on income tax issues for over 20 years.
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I believe clients should plan throughout the year to avoid any surprises upon filing their returns. With proper planning often times potential issues can be avoided and even if they cannot, it is still preferable to obtain this information as early as possible and plan accordingly.
If you receive a letter stating you are under audit you will most likely feel the anxiety that comes along with it. While it may be your first experience, take comfort in the fact that I have represented clients both in front of the IRS as well as various states.
Consulting covers a wide variety of items. There are times when clients want business advice above and beyond tax planning and accounting system questions. Decisions on current or future expansion, financing and personnel decisions are all examples of these situations.
Specializing in small business, I offer assistance and education to the client. I provide prompt responses and practical solutions to both address accounting concerns and optimize productivity. Additionally preparation of financial statements whether for a lender, investor or internal purposes has always been part of my practice.