Practice Areas
Some of the topics I am asked about the most often.
Tax
The main focus of my business is tax preparation. I prepare all types of tax documents from Personal, Business, Sales, Payroll, Trusts, Estates and much more. On an annual basis I help prepare over 1,000 tax returns and have extensive experience in all areas. I also help form LLC's and Corporations in most states nationwide.
Payroll
I can run full-service payroll for anyone's business needs. This includes automatic tax payments, filings, W-2 preparation, 1099 preparation and direct deposits.
Advisory
I can provide advisory services for business formation, structuring, tax planning and various other tax areas. For Non-Tax filing clients rates begin at $250/hr. For anyone looking for long term "on-demand" advisory services. monthly rates are available.
Wills & Trusts
These are important documents that many people will eventually need. I work with a local attorney to make sure the tax side and legal side of the paperwork is properly done. I strongly believe that there are 3 major topics for advice in the world. Tax, Financial and Legal. I also believe that it is important to have a different advisor for each to maximize the benefit to you.
Audit Services
I provide assistance for audits of all kinds. Payroll, Individual, Business, Sales Tax, Insurance among any other needs. Inadequate representation during an audit could be costly. I have helped many taxpayers during all types of audits to make the process easier, and as inexpensive as possible.
Cash Management
Budgeting and cash-flow analysis for personal and businesses is available. This can be an important service to many to figure out personal expenses and budgets as well as business to help determine price points and profit margins.