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Services for Individuals
 

I work closely with you to ensure your tax returns are filed timely, you feel comfortable calling me with questions, and to resolve open tax issues from prior years. I will come to you or we can meet in my office!

Federal income tax return preparation Answer tax notices from the IRS or state agencies
State income tax return preparation Personal financial statements
Free consultation, including a free review of prior year tax returns Answers to tax and financial questions any time
Complete "catch-up" work for prior years - work with IRS or state agencies to determine which returns are delinquent and complete them Complete college financial aid applications (FAFSA)
Work with the tax agencies to establish a reasonable payment plan Income tax estimates throughout the year
 

Services for Businesses
 

I handle all of your accounting and tax needs. I take your paperwork (check stubs, bank and credit card statements, transaction registers, etc.) from you and return an orderly financial statement. I prepare all required tax returns and year-end payroll forms.

Monthly/Quarterly/Annual general ledger processing - cash disbursements, bank reconciliation's and adjusting journal entries Sales tax - monthly/quarterly, annual sales tax returns, electronic filling and payment available
Compiled financial statements - monthly, quarterly, annual as needed Complete "catch-up" work for prior years: work with IRS or state agencies to determine missing returns and complete them
Annual federal corporate, partnership and LLC income tax returns Formation of entitles (Corporations, Partnerships, Limited Liability, Companies and Business Operating Agreements in conjunction with an independent attorney as needed)
Annual state corporate, partnership and LLC income tax returns S corporation elections for corporations and LLC's
Annual state tangible personal property tax returns Register fictitious corporate names
Payroll services - process employee payroll, EFTPS enrollment and schedule monthly or quarterly electronic payroll tax deposits Application for Federal Employer Identification Numbers (FEIN)
Payroll tax compliance - federal and state quarterly/annual tax returns and Forms W-2/W-3 and 1099/1096 Answer tax notices from the IRS or state agencies
 

Free Consultation
Please contact me for a free consultation to assess your tax and accounting needs.

This consultation includes a review of your most recent year's tax returns.

We can meet where it is most convenient for you - your home, your office, or my office.

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Services
"Catch-Up" work for prior years
Business tax return preparation
Self-employed tax preparation
Individual tax preparation
Answer Federal & State Tax Notices

Tax Tips
Individual, business, and financial
Capital Gains and Losses
Filling an extension
Selling your home
Marriage or divorce
Your appeal rights
Deductible home offices