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.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, S 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.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
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 we are constantly identifying new ways to reduce federal, state or local tax liabilities.