Services Provided
I provide tax and business consulting services to a wide variety of business and individual clients. My expertise and experience can help you meet your financial goals and implement valuable solutions is the following areas:
Tax Consulting and Compliance
Tax Planning
- - Provide analysis, planning, & consulting to minimize federal, state & local taxes. Whether you are an individual, corporation or multi-tiered partnership, I can develop tax strategies that take advantage of ever-changing tax laws and business conditions.
Tax Return Preparation & Compliance
- - Preparing tax returns for individuals, estates, trusts and all forms of business entities; and providing you with peace of mind to know you have minimized tax costs, taken full advantage of all benefits, and to know you are in compliance with the law.
- Estate Planning
- Business Entity Selection
- Pension Plan Selection and Related Planning
- IRS Representation
Business Consulting
- Business Succession Planning
- Buying & Selling a Business
- Management of Complex Contracts --
such as royalty
agreements and cost-plus contracts
Accounting & Financial Consulting
- Assistance with preparation for year end audits
- Cash flow & budgeting analysis
- Financial planning
- Retirement decisions