Solutions for Individuals and Businesses
I offer a wide array of services for individuals, businesses and nonprofits of all sizes. Below are the most common services provided, but the list is not all inclusive. Solutions are individualized and tailored to meet client-specific needs.
If you have a unique tax or accounting situation, please contact me today to see how I can help!
Tax Preparation
Take the headache out of tax prep. I will take the time to meet with you, ask questions, review documents, and learn about your specific tax circumstances. Prior to filing, I will review the results with you and answer any questions you might have. Paper and electronic copies of your returns are always available. Tax returns are filed electronically (secure IRS e-file) and direct deposit is available for refunds. Tax preparation is available for individuals, self-employed taxpayers, businesses, and non-profits.​
Tax Planning
Tax planning involves evaluating your entire financial position and making tax efficient decisions to minimize your current and future burden.
How can you minimize your tax burden right now? What about when you retire? If you're self-employed, how are you saving for retirement? Will you be collecting social security? Are your savings in pre-tax accounts (e.g., traditional 401(k) or IRA) or after-tax accounts (Roth)? Should you consider a Roth conversion?
These are the types of questions we can address to set you up for success in the future! It's never too late for a tax plan, but the earlier you start the better!
Small Business
Navigating the financial landscape of your business can be challenging, but you don't have to do it alone. I can provide comprehensive tax and accounting services specifically tailored to you and your business. Together, we can ensure that you maximize your tax deductions, make tax efficient decisions, and remain compliant.
Each small business is unique and there are very few "one size fits all" solutions. The same is true when it comes to your tax and accounting. Services in this area are wide-ranging and customizable. I can provide specialized consulting services, short-term assistance, bookkeeping clean-up, retirement plan implementation, annual 1099 filings, and more.​