Tax Preparation
My firm prepares all federal, state and local income tax
returns for individuals and small businesses at
competitive, affordable rates. All returns are
electronically filed. With the recent passing of the 2017 Tax Cuts and Jobs Act (TCJA), which is in effect thru 2025, there have been significant changes to the IRS tax code. In this environment, it pays to have a tax professional who can navigate and take advantage of all the changes related to your tax situation. I am very client-oriented and maintain a good rapport with all my clients.
Accounting Services
My firm offers a complete range of accounting services, including bookkeeping, payroll and quarterly payroll reporting for small businesses. I also prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) which goes hand in hand with my bookkeeping services. These financials can be used by banks, investors, and other third parties.
Bookkeeping/Write-Up
My firm provides full-charge bookkeeping services, including
general and adjusting journals, sales due diligence, bank
statement reconciliation and the preparation of financial
statements.
Custom
Payroll Service
My firm offers you the complete payroll services available
from service bureaus, with three key differences--a far
superior level of personalized service, total flexibility,
and the best value. Unlike payroll service bureaus that
use a "one size fits all" approach , I have the
capability to provide a comprehensive payroll service that
can be precisely designed to meet your unique needs. My
completely flexible state-of-the-art system offers remarkable
capabilities that enable my firm to work collaboratively with
you. Based on my intimate knowledge of your business
and consultation with you, I will design a payroll service
that is optimal for your company’s needs. You
won’t find this level of personal, customized service
from any service bureau at any price.
After-The-Fact Payroll
My firm offers an after-the-fact payroll service for those of
you who prepare your own payroll. You, the client would
continue to prepare your own payroll, while my firm
takes your information and files the quarterly
compliance forms, year-end filings and tax forms.
Filings include Forms 940, 941, State Withholding, State
Unemployment, Federal Unemployment, Local Earned Income
Tax and the preparation of W2's and
1099's. Many of these filings occur
electronically.
Personal Financial Planning
My firm offers basic personal financial and retirement
planning services and will help guide you in
the achievement of your financial goals.