Services:

Tax Preparation

Using the industry leading software from CCH I prepare all types of tax returns. The returns may be electronically filed and for Individual Income Tax Returns I am required to submit the returns electronically. I have extensive experience with Trust, Estate, and Gift Tax Returns as well as all other types of entities. If you have a corporation, partnership, or LLC then please call for information on how I can help you comply with all the tax laws.

Financial Accounting

As an Independent Public Accountant I am qualified to report on your financial statements. The report may be a compilation, review or audit based on your requirements.

Computer Consulting

My focus is on solutions that work for small businesses. We use the Microsoft Windows Small Business Server operating systems and Intuit QuickBooks accounting software.  My office is paperless and we continue to expand our use of electronic media.

Bookkeeping and Payroll

QuickBooks is a solution that many small businesses are able to easily implement and deploy. The service I provide can start with my inputting information from your check stubs, deposits, and bank statements or it can start with a copy of your QuickBooks files.

Tax Planning

Tax law changes over the years have reduced some of the planning alternatives but not the benefit of tax planning. There are many cases where no matter what we do the Alternative Minimum Tax takes control and planning is minimized. We can help with planning for business type, entity type and would be glad to discuss the benefits of the various entities.

Estate Planning

What will the future hold in regards to Estate Tax? I would hope that the exclusion for Estate Tax purposes never goes below $3,500,000. Implementing an estate plan requires many resources, including a qualified CPA.  l have many years of tax compliance in Estate, Gift and Trust taxes.