Industries Served

I serve a wide range of client industries including, but not limited to, medical, dental & legal practices, retail & wholesale establishments, financial services companies, construction firms and many employed and retired individuals.  I provide accounting and tax services to all of these industries and individuals that are customized to each business owner’s and individual’s circumstances.

ACCOUNTING SYSTEMS

I work with my business clients providing assistance with setting-up and training of accounting systems specializing with QuickBooks.

IRS ISSUES

I have many years’ experience dealing with the IRS finding the most efficient methods to help resolve client’s issues that arise from time to time.  I take the “scare” out of dealing with the IRS by taking full charge of handling a client’s issues on their behalf.  In many cases the client never has to be involved in the communications.

FORMATION OF NEW BUSINESS

I assist with advice to determine the best choice of a business entity to result in the most advantageous tax results for the business and the business owner.

TAX PLANNING & PREPARATION

Working closely with business owners and individuals I provide planning ideas and techniques designed to maximize retained profits while minimizing the impact of income taxes.

OBTAINING FINANCING

I assist clients in need of obtaining loans with for personal purposes such as acquiring a new personal residence or second home or for a business to expand or purchase new equipment.  Dealing with these situations for many years affords me the experience to know what is needed and how to get it done.

FINANCIAL STATEMENT PREPARATION

Now only do I have the ability and experience to design and prepare financial statements for your business, it’s important that the client understand the meaning of the statements and how to interpret the results in order to make sound decisions based up them.