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Small Business Formation:

Trying to decide what form of business entity is most appropriate for your personal and business situation?

I can assist you in helping to determine which form of legal structure (LLC or S-Corp) that is the most appropriate for your needs. I then assist in the process of filing and forming your business.

Accounting/Special Situations:

Most businesses have a moment or issue now and then that requires a qualified CPA's perspective or certification.

With my many years of looking at and examining various businesses, I can offer you objective assistance in helping evaluate your current costs, margins and profitability.

I can also perform an independent Compilation or CPA Review report when your business is required to produce one for your bank and/or other financial institution. 

Bookkeeping:

My expertise is working with small business owners who want a highly knowledgeable, service oriented accountant to manage their books, help analyze profitability & cash flow and prepare their annual taxes.

I also work with top payroll service providers Paychex® & ADP® should you need help with the establishment or with on-going assistance.

Over the course of my career I have examined/analyzed almost every industry, allowing me a more than general understanding of the relevant businesses considerations affecting your specific business.

I generally work on a monthly fee structure which may or may not include your quarterly filings and annual tax return.  Quickbooks & ZOHO user. Record keeping, bank and credit card reconciliations and Sales & Use Tax quarterly filings are just a few of the items that I can help you with. 

​Tax Preparation:

I will assist you in the annual preparation of your Federal and State Tax returns in a timely and personalized manner. Returns that I do cross the broad spectrum of returns:

• Corporate (Form 1120-S) 
  
• Partnerships (Form 1065)
  
• LLC (whatever tax classification) 
  
• Trusts (Form 1041)
  
• Individual (Form 1040)
  

Over the course of my career I have worked on a range of returns and complexity.  Using state-of-the-art tax software combined with my years of practice, I will strive to optimize the appropriate tax deductions relevant to your situation.

My tax preparation fee is based on the complexity of your tax return.  There is a general base return rate by return type which is then adjusted if the complexity is greater than a standard level of tax preparation.  For new clients, should the return require addressing significant forms and issues not originally discussed, you will be notified in advance about the work charge.