Client Services
A wide range of services are offered to individual and business clients. Clients benefit by receiving personalized, quality services that are beyond comparison. The services listed below are by no means all-inclusive. Please feel free to inquire about other areas of expertise. If it is not a service I provide, I would be more than happy to refer you to a qualified professional who will be matched to your needs.


Services

Tax Services

Taking a proactive vs. reactive approach to tax services is very important. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities which minimize both your current and future tax liabilities. Clients are provided with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning and return preparation

  • Individuals

  • Corporations

  • Partnerships

  • LLCs/LLPs

  • Estates, Trusts and Gifts

  • Not-for-profit organizations

Real estate planning and consulting

  • Like-kind exchanges

  • Rental and leasing alternatives

  • Cost segregation information

  • Developer cost tracking

Taxing authority representation

Tax effects of buying/selling a business

Business and individual tax projections

Consulting Services

The personal and business successes of my clients are very important. I can help your business identify areas affecting profitability and growth. Solutions for better operations are developed that are practical and technically sound. In addition to acting as a sounding board for management, comprehensive and flexible strategies are considered that address the issues affecting your business. The following are just a few of the areas in which consulting services are provided:

Accounting software selection and implementation

Type of entity selection

Buying/selling a business

Aid with business start-ups and shut-downs

General financial and retirement decisions

Lease/buy decisions

Inventory control and cost accounting

Wealth Transfer Planning and Compliance

Wealth Transfer Planning is not just for your estate anymore. Planning for your future - retirement, business succession, structuring the sale of your business - all involve tax minimization planning strategies and execution to allow you to keep more of what you earned. As part of your team, which includes your attorney, financial advisor, and trusted family members, we work together to develop the best alternatives to enable you to realize your financial goals which support your lifestyle. Services offered include:

Preparation of Estate, Trust, and Gift Returns

Aid with estate planning and implementation

Aid with succession planning

Information on retirement options

Advice on asset allocation and trust funding

Preparation of Estate and Trust Accountings

Bookkeeping/Write-Up

Meaningful, well-organized financial records are the foundation of a successful business. They will ensure that business operations will run more efficiently on a daily basis. I can assist you with the day-to-day tasks associated with bookkeeping. Using software to its maximum potential to provide you with timely data is a necessary part of your business.

Quicken and Quickbooks set up and operation are services to help your business move forward.

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