Services
Our firm has the
resources, experience, and depth of knowledge to offer the
following services to individuals, non-profit organizations and trusts. We can
deliver the services you need in a professional, fast, and
cost-efficient manner.
Notary
Services
I offer free Notary services to my clients.
Compilation,
Review, and Audit Services
I provide professional compilation, review, and audit services
to businesses, non-profit organizations and home owner
associations of all sizes. I can quickly compile your financial
records into meaningful GAAP-compliant financial statements,
offer limited-scope review testing, and can deliver complete
audit attestation.
IRS and
State/Local Representation
If you are audited by the IRS would you know what to say or,
more importantly, what not to say? I know the tax laws,
and I know how your tax return was prepared. I can provide
complete representation services before the IRS as well as
state and local taxing authorities. I have extensive experience
in negotiating with the IRS.
Trust Administration
I can act as the trustee of your trust assuming all duties of the trustee to assure the trust is managed as efficiently as possible which allow the maximum amount of resources to go to the beneficiaries of the trust. I pay all trust bills, manage trust assets with the help of your investment advisor and provide a detailed accounting of all trust transactions. I can also perform the same services for the trustee of the trust without taking on the duties of the acting trustee.
Accounting
Services
Accounting is more than just numbers. It requires that I have
an interest in and an understanding of your business. I prepare
all financial statements from compilations and reviews to
audits.
I also offer a monthly computerized bookkeeping service. Every
month I will provide you with financial statements along with
all the necessary ledgers and reconciliations of the business
checking accounts.
The benefit of this service is manifold. First, it leaves you
more time to tend to your business and second, it provides you
with meaningful and useful information that you need to make
management decisions. In addition, I will prepare all payroll
reports and sales tax reports to assure that you meet the
critical tax deadlines.
Tax
Services
I offer a full range of tax planning and compliance services.
I'm thinking about your taxes year round. As your CPA, it is
important that I remain up-to-date with recent tax law changes,
administrative, and tax court rulings that apply to you or your
business. With my years of experience, I have the skill to help
you find hidden deductions and guide you to maximum tax
savings. My staff and I are experts in multi-state taxation and
tax issues affecting older taxpayers. I prepare all individual,
business, estate and trust returns, including all state
returns-both resident and non-resident.
All returns are prepared on the computer and double checked to
help assure accuracy and efficiency. I know that the best way
to avoid an IRS audit is to file a complete and accurate tax
return. I also offer a "no hassle" GUARANTEE. You will be
totally satisfied with my tax service or I'll give you all your
money back, plus a clean, crisp $100 bill for your time and
trouble - GUARANTEED!
Sales Tax
Services
I prepare all sales tax filings and offer full sales tax audit
representation.
Estate,
Gift and Trust Tax Return Preparation
I provide expert preparation of federal and state estate, gift,
and trust tax returns.
Payroll
Services
I offer complete payroll preparation and payroll tax reporting
services. I prepare all federal and state quarterly returns and
annual returns along with employee's W-2 forms.
Investment
Review
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including stocks,
bonds, REITs, and limited partnerships. We will also determine
an optimal asset allocation for you by taking your unique
personal and financial goals and resources into
account.