Individual Taxes :

There are no two tax situations that are the same. Having a professional prepare your return ensures you are receiving timely and accurate tax advice. Especially in a time where the tax code is changing rapidly, having the services of a professional who is aware of the changes in the tax code is an invaluable resource.

Whether you are an employee, self employed, the owner of a business, property owner, retiree or any other particular situation the odds are that you can benefit from the work of a professional tax preparer.

Corporate Taxes :

A corporate tax return requires a complete set of accounting records that is accurate and complete. One of the services the firm performs is setting up and maintaining QuickBooks records. This provides for a smoother experience at tax time.

The type of business, number of employees, and completeness of the financial records all impact the cost of a business tax return. I work with my clients to find solutions that are cost effective.

Tax Planning :

Effective tax planning can minimize the tax the individual or business is required to pay. I work with my tax clients throughout the year to ensure they are aware of changes in tax laws and to make financial decisions with a thorough knowledge of the tax implications before taking actions.

Bookkeeping Services :

The software used and the involvement of the CPA varies based on the facts of the situation. Among the applications that may be appropriate for a client are QuickBooks, Quicken, Excel or other lost cost software solutions that are available.

Depending on the client and the particular situation, I may provide a review of the systems already in place and make recommendations for improvements if any are required, implement a new system, or work with the client so they can get the most benefit from the system they already have.

In addition, ongoing bookkeeping requirements of the client can be performed as required.

Small Business Consulting :

I have an extensive track record of helping business owner’s work through the process of determining the key metrics for the success of their business. Once these metrics are determined I work closely with the business owner to effectively measure and track these metrics in real time so that timely decisions that affect the health of the business can be taken.

CFO Services :

I also offer interim CFO services for businesses that are temporarily without a CFO. In addition, I can provide project oriented analytical work for existing financial management.

Wealth Management :

We offer comprehensive financial planning and wealth management through our partner Ceres Financial Group. For more details you can view the Ceres Financial Group website here.