Tax Planning & Preparation

I can help minimize your personal and business tax liabilities and protect your assets from the overpayment of taxes.

My support does not end once your return is filed. In the event your personal or business return is selected for audit by federal or state taxing authorities, I stand by you to ensure your position is represented and the best possible result is negotiated.

Business Tax Planning

Your business taxes deserve more than an accountant crunching numbers for the requisite forms at tax time. I offer a broad range of tax planning solutions for most any size business or organization. I provide consultation and advice to your business throughout any phase of its lifecycle.

My considerations include:

• Business entity and appropriate capitalization
• The structure of business acquisitions and dispositions
• Taxable and tax free mergers, spinoffs, distributions, and intercompany sales
• Liquidation and dissolution of business enterprises
• Specialized accounting, passive loss activities, and consolidated return items

Business Tax Preparation

I monitor changes and prospective changes to the tax code. I serve corporations, partnerships and nonprofits. My emphasis is on planning. The sooner you know what the rules are, the more effectively you can avoid potential tax problems, minimize taxes, and maximize investment return.

My services include:

• Quarterly and annual payroll tax returns
• Quarterly and annual unemployment compensation returns
• Preparation of electronic or paper sales tax returns and payments
• Federal income tax returns for all business forms
• Catch-up of, and con-current, monthly bank reconciliations
• Preparation of W-2s and 1099s for employees and vendors
• End of year "cleanup" of books for tax time

Individual Tax Planning

There is great value in providing ongoing strategies for holding onto as many of your financial resources as possible.

My services include:

• Federal, state, and local tax return preparation
• Monitoring your tax position throughout the year to avoid costly penalties and interest
• Strategies to minimize taxes, such as charitable giving, education planning, and retirement planning

IRS Representation

My years of experience dealing with many taxing authorities has given me a level of competence that will ensure you are properly represented before any federal or state tax agencies. In many cases, I will be able to handle the problem as your representative, so you will not ever have to meet with an agent yourself.

My services include:

• Expedition of the audit process through direction and guidance
• Accurate determination of the specific focus of the tax inquiry
• Assistance in compiling needed data or documentation
• Representation with the presentation of documentation and data to the IRS

Reviews and Compilations

Through the financial reporting process, I provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on two of the three levels of assurance. The assurance level of service provided are:

• Review - an analytical procedure conducted with limited assurance, performed in accordance with AICPA professional standards, will satisfy many companies' financial reporting requirements at a much lower cost than a full audit.
• Compilation - a report on the financial statements that states a compilation was performed in accordance with AICPA professional standards, is based upon information provided by clients and is used primarily for internal use.

Financial Statements

During the reporting process, I work to develop a complete understanding of a client's business. This way, my accounting activities allow me to gain valuable insights that help me assist management in planning for the future. I can assist you in the preparation of your financial statements in accordance with professional standards, creating a useful tool for making financial decisions.

My services include:

• Preparation of profit and loss statements
• Balance sheet
• Month-end and year-end adjustment entries
• Cash flow statements
• Budgets
• Planning
• Financial Analysis

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that business operations run efficiently on a daily basis. I will get your books in order, and keep them that way, by handling bookkeeping tasks on a monthly, quarterly, or annual basis.

My services include:

• e-accounting
• Monthly bookkeeping
• Controllership
• Invoicing and collections
• Bill payment
• Financial statements
• Payroll and payroll tax assistance
• Account reconciliation
• Audits, review, and compilation services
• Tax compliance

Financial Reporting & Accounting

Running a successful company is not easy, and managing the day-to-day bookkeeping, payroll and tax returns can eat up precious time better spent developing your business.

I continually explore new ways to add value to accounting work, making recommendations to improve your systems, policies, and procedures, thus reducing your business costs and increasing profitability. I provide practical support and advice that will take the stress out of your routine business accounting.

Regardless of your size or industry, I offer a service that will add real value to your business

Payroll Services

I assist clients in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. I can assist with payroll company selection as well as payroll tax filings.

Sales Tax Services

With the complex sales tax rules, many business owners find themselves paying too much in sales tax. Because increasing your profit is my ultimate goal, I will save you money in taxes relating to your sales by implementing planning strategies to assure you are in compliance, but not overpaying your taxes.

My services include:

• Dispute resolution such as audit defense and appeals
• Automated compliance solutions and compliance reviews
• Sales and use tax training

Management Advisory Services

Changes in the economy, your industry and your business can affect your company, especially if they happen without preparation or time for adjustment. I help ease such changes and transitions.

I offer a comprehensive range of advisory and consulting services that address numerous aspects of business operations – from policy reviews and management staff procedures to corporate reorganizations.

My services include:

• Business planning and consulting
• Cash flow management
• Corporate reorganizations
• Agreed-upon procedures and attestation engagements

Business Entity Selection

Choosing the form of entity of your business is a crucial decision that can have long standing tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company:

• Sole Proprietorship- all tax consequences fall to the one proprietor, including all liabilities, debts, profits, and losses.
• Partnership- income, losses, credits, and certain deductions are passed along to the partners' tax situation.
• Corporation- a separate, legal entity formed through a state charter using articles of incorporation. There are two main types: Regular ("C") or Subchapter S ("S").
• Limited Liability Company (LLC)- affords the partners some degree of limited liability protection, yet it still acts like a regular partnership for tax purposes.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

My services include:

• Data accumulation and goal-setting
• Analysis and recommendations
• Implementation
• Periodic monitoring and review

Business & Management Consulting

I make a measurable difference through needs assessment, listening to your concerns, and helping your team make and take ownership of long-term decisions.

My consulting services have saved clients money and effort, producing excellent results at a cost below that which a “do-it-yourself” approach really costs. Your team benefits from my independent point-of-view, my expertise, and your ability to “buy time” – to get the job done, on-time, on-schedule, and on-budget.