Services

Any service that I offer can be tailored to meet your own individual needs and budget. Your best interest is and will always be my first priority.

Accounting Software Cleanup and Maintenance

Do you need help utilizing your accounting software or do you feel as though there are too many errors within it to rely on reports?  I can help you clean up the errors so that your reports make sense and I can train you to properly use your software.  Accounting software can be very frustrating and confusing at times and it’s not always easy to get the help you need from technical support.

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Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. I can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Education Planning

I can help you understand the tax advantages of using specific types of savings accounts in order to save for college expenses.  In addition, if you already have a college student in your household, I can help you understand the tax issues surrounding that (tax credits, dependent issues, etc) and instruct you about what types of documents you should be keeping.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!