I will help you find all of the deductions that you are entitled to.

This is a favorite for companies with just a few owners.

Sometimes referred as a “regular corporation”.  If you need a year end other than December 31, then this is the choice for you.

This is a relatively new entity, the limited liability company.  It provides you protection from creditors and the flexibility of a partnership.

Less common now than the LLC, but a partnership sometimes fits your specific business needs.

Many people have established living trusts.  After they are gone, the trust will need to file its own tax return.

The estate tax, sometimes called an inheritance tax, is a concern for high net worth clients.

Which type of company is best for you?  An S-corporation, a C-corporation, or an LLC?  I can help you decide which fits your business model.

You want to focus on your business.  It’s what you do best.  Let me help you keep track of the income and expenses.

An important part of the bookkeeping process, the bank reconciliation is another task I can assist you with while you run your business.

As your business grows, you hire employees.  I can help with the often tedious requirements of payroll tax returns.

I will help you track your sales and file the sales tax return.

Selling your home, your business, or your rental property?  Let me guide you through the best approach to minimize the taxes.

If your net worth is approaching $5 million, let’s sit down and make sure your heirs get your hard-earned money and not the government.

Working with an experienced stockbroker, I will assist you with a personalized investment strategy that includes income tax planning.

Has someone you love passed and appointed you trustee or executor?  Let me walk you step by step through this often difficult process.

Do you know someone who needs help making sure the bills get paid, either for his business or even his household expenses?  I can help.