Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. My services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.

I will work with you and your attorney to structure your estate and/or trusts with an eye toward minimizing tax liability, smooth fulfillment of your bequeathal directives and, when possible, avoidance of the long process of probate. In the event that you wish to begin distributing assets to your heirs during your lifetime, I can also assist with IRS gift reporting requirements.

When a loved one passes away, I can prepare and file any required final tax returns for the decedent and any associated trusts. I lift the paperwork burden off your shoulders, so you can focus on the far more important matter of spending time with your family during a difficult transition.

Financial Statements

Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.

Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.

I will work closely with your key personnel to assemble all the data needed to develop your financial statements. I will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, I can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, I can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.

Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.

Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. I am here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.