My Services
Tax
Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws
and the difficulty of interpreting them, you need a tax
advisor who not only can ensure you’ve complied with
the law, but who can help you claim valuable deductions and
credits you may have never suspected. I go out
of my way to reduce the burden of paying taxes for all
filers. I pledge not only to prepare your tax returns in
the best-informed, most ethical manner possible, but also to
work with you year-round as needed to plan a strategy that
will minimize your total tax burden. I am qualified
to prepare all federal, state, and local tax returns for
individuals, corporations, partnerships, and fiduciaries.
Tax Coaching
Most tax preparers do an adequate job putting the right
numbers in the right places on the right forms. But there is
little or no proactive planning. In fact, my research and
testing indicates that clients who implement my tax coaching
service can rescue thousands of wasted tax dollars, year
after year.
Payroll
Services
I also offer a state-of-the-art payroll processing
system that that lets you collaborate with us by setting up
information on your company and employees, and then enter
your regular payroll data and print the paychecks,
while I take care of scheduling your tax payments,
paying electronically, filing your payroll tax forms, and
processing the W-2s and W-3. And because this system is
Internet-based, both of us can log in to it securely, without
the cumbersome process of transferring data back and forth
between your computer and ours.
Financial
Services
Whatever the state of the economy, I am deeply
concerned about the personal financial status of
my clients. To help you invest wisely, put aside what
you’ll need for retirement, fund the kids’
education, keep yourself out of debt, and plan your
estate, I can can guide you towards the best
decisions depending on your time horizon, your tolerance for
risk, and your current and future financial goals.