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 and give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
IRS Representation
The IRS can take advantage of taxpayers who do not understand tax law and procedures. I know your rights and assertively defend you. I stand up to the IRS to get the best resolution to your situation.
I know the IRS can make life miserable. They can freeze and empty your bank accounts. They can garnish your wages every payday. They can take money from your retirement plans and most other assets you may have. I do my best to keep these things from happening to you. I am here to help you.
Light Bookkeeping
If you need help to keep your record of income and expenses or are not sure whether your business is profitable, please contact me and I can either help by organizing, recording and keeping and storing electronic copies of your records or assisting you in finding a system that works for you.
According to the Bureau of Labor Statistics (BLS), approximately 20% of new businesses fail during the first two years of being open, 45% during the first five years, and 65% during the first 10 years. Only 25% of new businesses make it to 15 years or more. The BLS also lists 7 reasons businesses fail, the second is having a good business plan. All good business plans include keeping good records and being aware of how well the parts of your business are doing, financially.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.