Areas of Practice

Tax Return Preparation

 

Of course I’ll work to get you the maximum refund or minimize what you owe. My focus on tax preparation services is to make sure we collect all the information necessary to prepare an accurate complete return. Plus, I’ll give you any tips I can to minimize next year’s income tax at no additional fee. I prepare most individual and business returns including Form’s 1040, 1120 & 1120S, 1065 and 1041.

Tax Planning

 

Choosing between IRA types, college savings plans, and other saving’s vehicles can be confusing. The focus of this area of practice is to help you know all the ins and outs and possible traps before you lock-up your money. I can also work with your attorney to develop or update your estate plan.  

Bookkeeping Services

 

Do you operate a small business or have a hobby you’re considering turning into a business? We provide full monthly bookkeeping services and support to clients that maintain their own books in QuickBooks. We also provide payroll services.