top of page

OUR SERVICES

With over 15 years of accounting and tax experience, we are here to help you sort out your personal and/or business needs.

Services

Individual 

​

  • Individual Income Tax Returns: Taxes is more than just listing income in and expense out.  Its about understanding your unique situation.  A "computer interview" can't compete with the real thing!

​

  • Individual Income Tax Estimates: Individuals who owe tax have the option to pay estimated taxes.  Estimated taxes exist for both Federal and State(s).  Estimates are normally calculated when a client gets there tax return done.  It is important to update these during the year (estimates are due quarterly).  I am proactive in reaching out to clients who have estimates in scheduling appointments to do this estimation.

​

Business Income Tax Returns

​ A business return is like a personal return but more complex.  Did you buy new equipment? Do you plan to?  How does inventory look?  A proper business return is worked all year long, not just when it's due.

​

  • Partnership (Form 1065)

  • S-Corp (Form 1020S)

  • C-Corp (Form 1020)

  • LLC/LLP (Sch C, Form 1065, Form 1020S depending on owers)

Consulting Services

 Consulting is a catch all for a discussion.  It can be a new business idea, a process improvement, a change, or something very different.  Gifted with natural curiosity and wide ranging interests, let's hear what's on your mind.  

​

  • LLC/Incorporation Filing

  • Business Entity Explanation/Recommendation

  • Tax Planning

  • Business Plan Review/Assistance

bottom of page