Services
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 offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your situation, and tailor my advice to your specific needs.
Audits, Reviews, & Compilations
My audit, review, and compilation capabilities are a core part of my services. I tailor each process to the unique needs of your business. I deliver financial statements and reports that are clear, concise, and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process without disrupting operations.
Bookkeeping
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping 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.
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Business Entity Selection
I can help you file the appropriate forms with the federal government and your state to set up your business entity. This includes obtaining the Articles of Incorporation, obtaining an EIN from the IRS, and discussions with you about whether being taxed as an S-Corp is best for your needs, and if you so choose, I will file the required tax forms to do so. I will also set up your company with the required payroll taxing agencies (state and federal). I will prepare all the forms and guide you through the process.
Financial Statements
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.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Payroll Services
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed in 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.
Tax Preparation & Planning
Preparing your own income tax return can often leave you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers believe they benefited from using a professional tax preparer.
Today’s tax laws are so complex that filing a relatively simple return can be confusing and frustrating. Often the issue isn’t what you include on the return, but what you may overlook when preparing your own return. It is common to overlook deductions and credits to which you are entitled, even when using the best tax software available. There’s no substitute for the assistance of an experienced tax professional.
Here’s where I come in…
- Your tax return will be checked by me, checked by my tax software, then rechecked by me. I want to ensure that your information is complete and accurate, and identify any potential problems which may raise a flag for the IRS.
- Your tax return will be filed electronically in most cases. If you are owed a refund, it will arrive faster when filed electronically.
- If necessary, I will show you how to adjust your payroll withholding to avoid any underpayment penalties next year.
- I will show you potential deductions to limit your tax liability for next year.