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.
Bookkeeping
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.
Financial Analysis
Accurate financial analysis is the cornerstone of business management, opening up new opportunities and guiding sound planning and decision making. My complete financial analysis services include operational assessments to help your company function more efficiently, along with industry-specific evaluations that could help you gain a competitive edge.
I can also work with key personnel to generate pro forma projections. These forecasts include thoroughly researched data on potential revenues, liabilities, liquidity, and net profits under various scenarios, presented in a standard accounting format for easy review. Having reliable numbers will enable your management team to pursue or reject a course of action with confidence, and also develop new and more finely tuned proposals.
Whether you are contemplating staying the course, implementing sweeping changes, or anything in between, our financial analysis services will support the continuing prosperity of your business.
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.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
I will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, I can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.
Sales Tax Services
Online sales tax collection, complying with state and local sales tax rules is more important and complex than ever. With regulations varying by state and even from one municipality to the next, sales tax compliance can quickly grow extremely complex, even for a small company with one location.
I will help you understand and meet all of your sales tax obligations, including calculating use taxes (if applicable) and filing timely and accurate returns. I can also help you determine whether changes in your operations might increase or decrease your sales tax liability.
Sales and use taxes are a primary revenue source for many states, counties, and cities, so government revenue departments strive to maximize collections. Working with an experienced sales tax partner helps ensure that you neither underpay nor overpay.
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.