Tax

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Tax considerations, for better or worse, are an integral part of doing business.  Although compliance is mandatory, proactive and strategic planning may often reduce this burden considerably.  I offer comprehensive tax preparation and planning services for individuals, partnerships, limited liability companies (LLCs), corporations, S-corporations, trusts, estates, non-profits, benefit plans, and gift transactions at the federal and state/local levels.

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Accounting

 

Accurate and reliable financial information is crucial to sound decision-making.  It is incredibly difficult to grow a business if you don't know where you stand today. I offer comprehensive accounting services that include, but are not limited to, bookkeeping, bank reconciliation, and preparation of financial statements. 

 

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Advisory

 

Even the most savvy business owners occasionally need another set of eyes. With a wide range of services, I can help you accomplish your goals.  Advisory services include, but are not limited to, interim CFO services, accounting system implementation, ad hoc reporting, process automation, budgeting, variance analysis, and data conversion.