Client Services

My Firm offers a variety of services to individuals, small closely-held business clients and their owners. Because my firm is small, clients benefit by getting personalized, quality service. Listed below are the services that I offer. While the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

Accounting Services

Providing financial information to clients in a timely and accurate manner is a commitment that can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

  • Bookkeeping
  • Accounting system set-up for new businesses (QuickBooks, Peachtree, DacEasy, AccPac, etc.)
  • Manual or computerized payroll service
  • Business tax return preparation (i.e. sales/excise/use tax returns and business property tax affidavits)

Tax Services

Being proactive vs. reactive is the way I prefer to approach tax services. I keep current on new tax laws and legislation, thus I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. The tax services I offer include but are not limited to:

  • Tax planning and return preparation
  • Individual
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts and gifts
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effect of buying or selling a business

Tax Planning and Preparation

Tax planning and preparation is imperative for successful individual and business clients. Whether you are an individual or a corporation, I can develop tax strategies that take advantage of latest tax laws and legislation.

Representation Before the IRS and Sate Tax Departments

I have many years of experience dealing with a variety of taxing authorities and have achieved a level of competence that assures clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

The successes of my clients are extremely important to me. I can help your business identify areas affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which I provide consulting services:

  • Accounting/bookkeeping software selection and implementation
  • Form of entity selection
  • Business valuations
  • Purchasing or selling a business
  • Financial planning
  • Retirement planning
  • Estate, trust and gift planning

Business Succession Planning

Once you decide to remove yourself from the company’s day to day operations, effective coordination of the transition of your business to your successors is critical to ensure its continued success. With a solid background in tax and other financial matters, I am qualified to address the complex issues of business continuation and can assist you in developing a sound plan.

Business Valuation

The amount attached to the value of your business is important. Whether you are thinking of buying a new business or in the midst of a difficult divorce, I can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Buying and Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I can guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.