Tax Management Services

I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis, and thorough research allow for optimized financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up-to-date on the tax laws and can make sense of your receipts, bills, and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. When working with me, I use my expertise to steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.

These services include but are not limited to:

  • General ledger and financial statement preparation

  • Bookkeeping -- Monthly, Quarterly, or Annual

  • Payroll Processing

  • Cash flow budgeting and forecasting

  • Personal Financial Statements

  • Corporate Tax Planning and Return Preparation

  • Litigation Support

Estate & Trust Planning and Tax Preparation

I can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. I will create court-ready accountings for Trusts, Estates, Conservatorships, and Guarantorships.

Bookkeeping - Write-Up

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. That's where I come in. I can help with the organization and day-to-day tasks of bookkeeping, allowing you to focus on your core business.

Payroll Services

Let me free up some time for you. I can reduce your time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Litigation Support and Forensic Accounting

My litigation support and forensic accounting can be employed in a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud from theft investigation. Financial and personal records are often vast and confusing to sort through. With my professional training in this matter, I can make sense of these records and transactions and get to your bottom line.