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Individual Taxes

Let's face it. Nobody likes to pay more in taxes than they should.  My Individual Tax services make it simple for you. As your trusted advisor, I will help keep you compliant by preparing your individual tax returns accurately and efficiently and ensuring that your tax returns will be electronically filed in a timely manner. With expertise in areas such as business income, rental properties, investments, and multi-state filing, you can be confident that your taxes will be taken care of, no matter what your situation is. 

As part of my Individual Tax preparation service, this also includes:

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  • Preparing quarterly tax estimates

  • IRS notice resolution*

  • Small business and sole proprietor tax preparation

  • Tax prep for rental properties and farms

  • Ensuring tax compliance

Business Taxes

If you own your own business, then you likely know first-hand that taxes are usually at the bottom of your to-do list when it comes to handling your day-to-day operations. You have nothing to worry about, as I can assist in the preparation and filing of accurate and complete tax returns for your business. With experience filing tax returns for corporations, partnerships, and LLC's, I have seen it all. Let me take the burden of business tax filing off of you so that you can focus on what you do best: running your business!  

Bookkeeping Services

Is your business keeping you so busy that you find yourself falling behind on other important tasks, such as keeping your books and financials up to date consistently? My dedicated Bookkeeping services will ensure that your books and records are caught up on a monthly basis. What do you get with this service? I'm glad you asked! Check out all of the great features included in this service right over there: 

  • Categorize and record transactions

  • General ledger management

  • Track debits (money coming in) and credits (money going out) for each account

  • Monthly bank and credit card account reconciliations

  • Verify and record customer payments on invoices

  • Preparation of accurate and timely financial statements

  • Month-end and year-end closings

  • QuickBooks training and support

Here is what you can expect with my Planning & Advisory services:​

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  • Tax planning and strategy sessions to discuss overall tax matters or specific situations and goals (scheduled on an as needed basis)

  • Shifting income and expenses 

  • Review of available credits and deductions to optimize for the maximum benefit

  • Advise on saving for retirement

  • Analysis of officer compensation

  • Help with planning for your kids' college with guidance on 529 plans and other education related tax benefits

  • Year-round availability for tax questions

  • Frequent tax tips and updates

Planning & Advisory

Let me ask you a serious question. Do you know how profitable your business is going to be next year? Maybe, maybe not. But do you have a goal or expectation in mind? I bet you do! Now let's go a step further. Do you know what the tax impact will be as a result of those goals or expectations? Better yet, do you know how to leverage those future goals to drive growth and build wealth? If so, then you are certainly on top of your game as a business owner! However, from my experience most entrepreneurs don't have the time or, quite frankly, the interest in such things.

 

I get it, you need to focus on running your business and ensuring your financial success. This is where my tax planning and advisory services can help! From strategies such as appropriate and favorable timing of income and deductions, navigating a real estate investment portfolio, or even help in minimizing the tax burden your kids could have when they inherit your assets, I've seen it all!    

Tax Problem Resolution

I can't think of anything worse than getting a letter in the mail from the IRS or the State stating that you owe more taxes. Well, perhaps stubbing your toe might be worse. In any event, if you have any tax issues that arise, I would love to help you find a resolution! From responding to tax notices to navigating an IRS audit, I can assist you through any problem you may encounter! I can't help with your stubbed toe, however, so you may just want to put ice on that.

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MORE SERVICES

  • Payroll administrative support and management through partnerships with third-party providers such as Gusto and QuickBooks Payroll

  • Sales tax filing

  • Business valuations

  • Cash flow analysis through short-term cash flow projections and long-term cash flow management strategies

  • Comprehensive budgeting and financial forecasting

  • Entity choice evaluation

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