If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
If you don’t know how you are spending your money, or if you need help with setting financial goals, I will review your periodic income and expenses to determine what is keeping you from doing your best. Such a review includes looking for spending patterns, compiling a basic budget, and making sure that you have goals that meet your lifestyle and your income. Just as businesses need periodic financial analysis, so too do individuals and families need to look at their own spending to ensure good financial health.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. My payroll services professionals are well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.