Client Services

A summary of my services:

Tax Services

  • Business, Estate, Trust and Personal Tax Preparation
  • Business, Estate, Trust and Personal Tax Planning
  • Tax Compliance and Reporting
  • IRS Representation
  • State and Local Tax

Consulting Services

  • Business Startup and Structuring Planning
  • Merger, Acquisition, and Due Diligence
  • Finance and Capital Needs Analysis
  • Forecasts and Projections
  • Strategic Planning
  • Business Succession Planning
  • Litigation support

Accounting Services

  • Choosing an Accounting Software
  • Designing a Chart of Accounts
  • Accounting Software Training
  • Establishing sound organizational accounting procedures and policies
  • Cash management
  • Bookkeeping and Payroll Services