Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. I lend my expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.

I’ll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns.

I can prepare a complete set of financial statements to help you assess the health of your business. This package includes:

• A Balance Sheet that gives you a snapshot of your overall financial condition at month, quarter, and/or year end

• An Income Statement (a.k.a. Profit and Loss Statement) that summarizes revenues, expenses, and net profits so you can assess the operating performance of your business

• A Comparison of Actual Performance to Budget so you can identify trouble spots in your revenue stream or spending patterns

• A Cash Flow Statement that shows how changes in your Balance Sheet and Income Statement affect your available cash

• Estimated tax liabilities

My analysis of your financial statements helps you frame strategic initiatives (e.g., business expansion, acquisition) as well as tactical plans (e.g., accounts receivable and accounts payable management). Professionally prepared financial statements are also an essential resource when dealing with creditors (e.g., vendors, banks) and investors.

When you use my professional accounting services, you get more than a collection of records and reports. You get the benefit of our skills, experience, and expertise. I’m happy to invest the time to make sure that you understand and utilize all of the information we provide. Call me whenever you have a question or concern.

Contact me to learn more about our Small Business Accounting services.

I provide an array of services to help you set up your business on QuickBooks and get the most out of your investment.

I can save you money on your QuickBooks purchase! Not sure which version is right for you? Click on the appropriate link to get a brief snapshot of each package.

Tax law is a complicated affair that changes with each season. Through rigorous professional training and routine participation in industry briefings, I sustain mastery of the current tax law, complex tax code, and new tax regulations. This discipline enables me to offer a full range of tax planning, preparation, and support services.

Are you anxious about filing your on tax returns? Even a simple return may require multiple forms. The instructions often evoke more questions than answers. While a computer software program may help, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.

Here are a few of the benefits you’ll reap when using my service:

• I’ll prepare all of the appropriate forms and record all figures and calculations accurately.

• I’ll make sure that you receive all of the deductions and credits to which you are entitled.

• I’ll file your return electronically to speed delivery of refunds.

• I’ll work with you to adjust your payroll withholding to make sure you send the right amount to each tax authority – no more, no less.

• I’ll show you how to adjust your finances to take advantage of tax benefits on future returns.

Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! I'll tidy things up and prepare your Schedule C as part of your personal income tax return. Then I'll help you set up an easy system to keep your books current going forward.

Proactive planning is the key to minimizing your tax liability. I work with businesses and individuals to pay the least amount of tax required by law. A few of the strategies that I consider include:

• Splitting income among several family members or legal entities to take advantage of lower income tax brackets

• Shifting income or expenses from one year to another when it can yield a lower tax rate

• Deferring or eliminating tax liability through use of tax-advantaged investment vehicles

• Tracking all expenses eligible for itemized deduction

• Taking advantage of tax credits

Your unique circumstances will determine the strategies that I can employ to maximize the money you keep in your pocket.

Even if you have not been targeted for an IRS Audit, you may be aware of problems that will catch up with you eventually. Common examples include:

• Missed tax filings for one or more years

• Insufficient funds to pay the tax liability when due

• Failure to remit payroll taxes

I’ll work with you to review your prior tax years and make sure that all of your tax filings have been submitted accurately. If you don’t know what’s included in your tax record, I’ll help you get copies from the tax authorities without raising any “red flags.” I’ll assess your tax liability and the associated interest and penalties. Then, I’ll work with you on an approach to negotiation. For example:

• You may be able to settle your tax debt for less than the full amount owed if the tax authority deems your offer to be the most they might collect within a reasonable time period. This arrangement is referred to as an Offer In Compromise.

• I could work with the tax authority on a Payment Plan to resolve your debt. This approach protects you from asset seizure to settle your obligations. It may be possible to secure relief on penalties and/or compound interest.

• The IRS provides Innocent Spouse Relief when for an aggrieved party when his or her spouse or former spouse failed to report income, reported income improperly, or claimed improper deductions or credit.

• If your circumstances do not lend themselves to a negotiated settlement, then it may be necessary to seek protection through a Bankruptcy filing.

It is far better to face your problems than to wait for them to land on your doorstep. I’m here to help in any way we can.

Contact me to receive more information about our Tax Preparation, Planning, Audit Support, and Troubleshooting services.

I offer value added services that help you structure and manage your business to its best advantage. I help new businesses get off the ground and provide objective assessments of existing ones. I help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.

I offer three levels of assessment of your financial statements based on your company’s needs:

• An audit is the highest level of assurance that I can provide. It entails a systematic examination of the financial statements, internal controls, and selected transactions for purposes of expressing a professional opinion on the fairness of the information provided.

• A review is a more limited investigation to provide some level of assurance that material modifications to the financial statements need not be applied. Testing primarily consists of high level examination, year-over-year comparison, inquiry, and analysis. It does not examine back-up data to substantiate the financial data. A review may suffice for selected outside interests.

• A compilation presents client-supplied data in financial statement format. No assurance is provided by the accountant as no testing, inquiry, or analytical procedures are performed. This service typically serves an internal audience.

Contact me to discuss your needs for financial statement assessment.

Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons. I can help you create a plan to attain financial independence and enjoy a comfortable retirement. This plan will consider your financial needs, your projected assets and income sources, tax treatments, and strategies to address