I offer a full range of professional services and give my clients the individual attention that they deserve. I will thoroughly and conscientiously study your personal situation and tailor my advice to your specific needs.
As a semi-retired professional, I am no longer accepting new clients except upon referrals from current client. With over 30 years of experience, I provide expertise in all areas of taxation and help clients select the best tax solutions for their particular situation. There is no one best tax solution for all situations. The best solution for you will be based on your unique situation and goals. Therefore, being able to communicate candidly and openly about your tax needs, your personal goals and your unique situation will help me provide the best possible advice.
I am a full service tax professional, meaning that at any time during the year you may contact me with your questions or concerns. Questions don’t just come up when it is time to file your return, but often you need advice as your situation changes so you can make decisions that may affect your taxes before it is time to file. If you wait until after the year is over, usually it is too late to make any changes that will help you pay the least amount of tax overall. I have seen too many people become victims of tax law rather than understanding how to use the laws to make different choices so that they can plan their taxes.
Understanding that if you make money, you will pay tax doesn’t mean that you have to pay more than you should. With proper planning it is possible, in some situations, to minimize the amount of tax you pay over a period of several years.
Although I no longer offer monthly or quarterly accounting and bookkeeping services, I will help you find the right accounting and bookkeeping solution for your situation. Often with the variety of accounting software options available, clients can learn to keep their own books. QuickBooks and Sage 50 are two of the more popular accounting solutions available. If you prefer to hire someone to provide monthly bookkeeping and or payroll services, I will be glad to assist you in finding someone that is capable of providing the level of services needed for your situation.
I only offer limited payroll services to current tax clients. My confidential, cost-effective After-the-Fact Payroll Service gives you the peace of mind knowing that I will prepare all federal and state payroll reports and schedule your tax deposits timely. Errors in the payroll reporting and timely tax payments can lead to costly penalties. Allow me to help you make more profitable use of your time and remove the worry by assisting with this critical and time-consuming task.
Business Consulting…the backbone of all services I offer.
A personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone.
I will assist in the interpretation of your financial records and reports to help improve your profitability. I will help you analyze your expenses to control unnecessary outflow, understand how to reconcile your bank statements to avoid costly money leaks, and suggest new procedures or programs to uncover additional opportunities. My service will help you manage your business more efficiently and productively.