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 offer a full range of professional services and 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.

  • QuickBooks Setup, Training & Troubleshooting
  • QuickBooks Review

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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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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Business & Individual Income Tax Preparation

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 tax law changes may impact your business tax status. 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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Email today to schedule an appointment!