Services
You focus on what you do best, I will focus on what I do best – together we will succeed.
This motto has driven my firm since inception. The truth in the motto has been proven over and over.
I will work to provide accurate and timely services and advise the best approach for your specific needs.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. My payroll services are well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. Click here to learn more!
Bookkeeping/Write-Up
Are you starting a business? Getting a knowledgeable accountant is crucial in the start-up phase.
Is your business outgrowing current staff? Outsourced accounting yields decreased overall cost and more accurate accounting; and business decisions made with a very knowledgeable and competent professional.
I will work to provide you with the tools you need to understand your business and provide planning as your needs grow and change.
Business Consulting
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Education
If you need a seasoned professional to speak at a class, meeting, group or employees on topics that can include financial literacy, budgeting, understanding financial statements, taxes and many more – please reach out. I will tailor my class to your specific needs—and have a true passion for educating as knowledge is power.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an essential tool for analyzing your business’ success and making business decisions. It is very important to obtain timely financial statements—in order for you to make good decisions, you must have current information. In addition, the financial statements are not just pieces of paper to show interested parties – they tell a story. It is important to not only understand them, but also to have a monthly check up / review with your CPA to insure items are classified properly and you are still on the intended path.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Timely and proactive tax preparation services for Corporations, S Corporations, Partnerships, Non-Profits and Individuals. 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.