Tax Preparation Services
Individual Tax Returns
Federal, state and local tax returns and filing instructions are carefully prepared for all my clients each year. My goal is to educate you during your appointment and have you leave well informed and organized with a folder designed for easy reference a
Business Tax Returns
A variety of small and medium sized business tax returns are prepared each year.
Long term, annual and mid-year tax planning and tax forecasting services.
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Complete bookkeeping services for small businesses.
Establishing the proper value of a small business.
Full service Financial Planning for future goals.