Comprehensive Tax & Accounting Services
Welcome to my practice, where I combine the expertise gained from years of experience with innovative approaches to provide meticulous service. With a background in businesses of various sizes and specialized experience in complex tax matters, I am committed to delivering thorough and trustworthy solutions tailored to your unique needs.
Core Services
My primary focus is on expert tax preparation, compliance, and strategic planning. My background includes significant experience with complex filings and developing innovative tax strategies that go beyond standard compliance.
Tax Preparation & Compliance
I provide comprehensive preparation of various tax returns, leveraging my extensive experience to ensure accuracy and compliance. Services include:
Individual Tax Returns
Business Tax Returns (Partnerships, S Corporations, C Corporations, etc.)
Estate, Trust, & Gift Tax Returns
Tax Consulting & Strategic Planning
Effective tax planning is a cornerstone of financial health. I work with clients to develop proactive strategies that minimize tax liabilities and maximize financial well-being. My consulting services cover business and individual planning including entity choice, yearend decision making, estimated payment calculations, large asset & business sales, etc.
Additional Services
While my focus is on advanced tax services, I understand that clients often have other accounting needs. To offer holistic support as the practice grows, I am prepared to provide the following essential services:
Bookkeeping Services: Maintaining accurate financial records.
Form Preparation: Handling W-2 and 1099 form preparation.
Property Tax Return Preparation: Assisting with local property tax compliance.
My Commitment
I pride myself on a meticulous and thorough approach to every engagement. My goal is to build a relationship based on trust. I am ready to handle your most complex tax challenges and provide the clarity you need.