Services

Our comprehensive suite of professional services lets you customize your experience to meet your unique business needs.

Tax Preparation

Not only do I help you stay compliant with timely filed income tax returns, but since I focus on entrepreneurs, I also help you with other business taxes, such as Tangible Personal Property Reports, Business Tax Licenses, and Secretary of State Annual Reports.

Quarterly Projections

Because entrepreneurs do not have an employer withholding taxes from their checks, entrepreneurs are required to make quarterly payments to the IRS. I help you project your next year’s tax bill in advance so you can make the estimates and avoid unnecessary penalties.

Tax Consulting

You work hard for your money and my job is to help you legally keep as much of it as you can! With my years of teaching tax planning seminars, I know a few strategies! I will evaluate your return for any tax strategies and set up periodic meetings with you to refine the strategy as needed.

Three Steps For Success

Step 1: Determine Your Tax Bill

I start by estimating the next year’s tax liability now so you can budget accordingly.

Step 2: Develop a Tax Strategy

Once I understand your goals and challenges, I develop a customized tax strategy.

Step 3: Refine the Strategy

I stay in contact during the year to proactively adjust your tax strategy as your business evolves.

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Specific Types of Tax Services Offered

  • Federal and State Income Tax Returns
  • Estate, Gift, and Trust Tax Returns
  • Corporate, Partnership, and LLC Tax Returns
  • Secretary of State Annual Reports
  • Business Tax License
  • Tangible Personal Property Reports
  • Comprehensive Tax Planning Including:
    • Navigating the sale of real estate
    • Retirement withdrawal strategies
    • Charitable giving strategies
    • Estate planning
    • Sale/Purchase of a business

Services Specifically Excluded

  • Foreign Tax Work
  • Payroll Taxes
  • Tax Resolution
  • Financial Statements