Services
If you’re looking for someone who will focus on your specific needs, and always treat you like a client who matters, look no further. I offer insight and practical advice for your business enterprise.
Business Consulting
I am available to help you deal with any business problem or opportunity. It is my aim to help you make the right decisions for the future of your business.
Business Entity Selection
The business entity—LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has important financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. You could possibly save thousands of tax dollars with the right business entity and payroll set up! Call me to discuss.
See my two references:
Business Entity Comparison Chart
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I have years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. I fight like it is my own money—don’t want you paying them anything if possible!
Payroll Services
Make payday easy and in your control. We can decide if I will create your payroll or if it is better to have you use the easy format provided. After we have an initial tutoring session, you can enter it online. Either way, I use the system to generate all necessary federal, state and local tax filings and payments for you—monthly, quarterly, annual—whatever applies.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. My professional software allows me to prepare all federal, state and local returns and includes efiling of federal and state returns. Each year it provides carryover of all pertinent information for each client. My fees are reasonable and I usually say I am about 1/2 of what CPAs or H&R Block charges as an estimate. The big question is what can I save you versus what I charge. (not really interested in new clients worried about my fees—if you are referred, then why worry about fees…)
Real Estate Investor Assistance
As an owner of rental property for several years I have some insight into the tax advantages of such activity. There are some flexible deductions, including ‘componentizing’ any new property placed in service. Ask me how. See worksheet:
Componentize: