Services

I provide tax and consulting services to small businesses in various industries as well as individuals. Tax laws and the methods of operating a business are always evolving. By leveraging technology and resources, I am able to remain current with these changes and keep my clients ahead of the curve. I encourage you to contact me anytime and setup an appointment to experience the difference.

Tax return preparation

  • Individual

  • C-Corporation

  • S-Corporation

  • Partnership

  • Limited Partnership

  • Limited Liability Company

  • Estate and Trust

  • Gift

  • Nonprofit with under $50,000 of receipts

  • Sales and Use

  • State and Local

Tax planning

  • Year-end tax saving strategies to maximize cash flow

  • Income tax projections

  • Bonus planning for small business owners

  • Using retirement plan contributions to lower your tax

Consulting for small business

  • Choice of entity structure

  • Accounting systems design and implementation

  • QuickBooks online integration to improve efficiencies

  • Monthly and quarterly accounting services

Industry Experience

Architect

Attorney

Construction

Engineering

Executive Recruiting

Financial Services

Graphic Design

Green Energy

Information Technology

Medical Practice

Real Estate

Rental Property

Restaurant

Retail

Wholesale