Tax Planning and Return Preparation
- Development of strategies for minimizing tax liabilities within limits of tax law and regulations
- Preparation of tax returns for all types of entities individuals, corporations, partnerships, fiduciaries, estates, etc.
- Preparation of tax return pro-formas to determine potential taxes
Accounting Services
- Design and implementation of accounting systems tailored to the specific needs of the client
- Ongoing maintenance of client’s general ledger, either manually or by in-house computer
- Compilation of periodic financial statements as required by the client
Business and Financial Consulting
- Personal financial planning for individuals
- Consultation regarding personal or business cash flow requirements, with review and cost comparisons of alternative source of financing
- Preparation of budgets to provide better perspective of progress toward financial goals
Contact me for an initial consultation to identify your or your company’s needs.
