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Services Offered Tax planning and preparation.
Small Business Planning.
Financial Statements – preparation and analysis.
Estate and senior planning.
Budgeting, Credit & Debt Management.
Offers in Compromise.
Specializing in solving those nasty tax problems.
Prepare offers in compromise. Audit representation
Compilations, Reviews & Audits
Prepare compiled and reviewed financial statements.
Analyze financial information provided by client;
make recommendations for adjustments relative to the
accounting of assets, liabilities, revenues and
expenses.
Tax Preparation
Prepare income tax returns for individuals,
partnerships, corporations, estates, trusts, pension
plans and non-profit organizations.
Meet with clients to discuss client provided
information and prepare returns from the information
provided.
Research unusual tax matters as they arise.
Meet with clients and/or access bookkeeping files
to analyze current year-to-date information for tax
planning purposes.
Payroll & Payroll Tax Reports
Calculate payroll for client preparation and
prepare federal and state quarterly payroll tax
reports.
Preparation of Forms W-2 and 1099 at year-end.
Gross Receipts Reports
Calculate and prepare monthly, quarterly or
semi-annual gross receipts reports as required.
Client Relations
Meet with clients either in person or via
teleconferencing to discuss various accounting, tax,
and/or financial planning matters.
Respond to taxpayer notices received from State or
Federal agencies.
PROBLEM SOLVING: Identifies problems; determines
accuracy and relevance of information; uses sound
judgment to generate and evaluate alternatives, and to
make recommendations.
DECISION MAKING: Makes sound, well-informed, and
objective decisions; perceives the impact and
implications of decisions; commits to action, even in
uncertain situations, to accomplish organizational
goals; causes change.
COMMUNICATION: Communicates information in a
succinct and organized manner; produces written
information, which may include technical material that
is appropriate for the intended audience.
PLANNING AND EVALUATING: Organizes work, sets
priorities, and determines resource requirements;
determines short-or long-term goals and strategies to
achieve them; coordinates with others to accomplish
goals; monitors progress and evaluates outcomes.
ADVANCED ACCOUNTING: Knowledge of financial
accounting theory with emphasis on accounting
concepts, current reporting problems, preparation of
consolidated financial statements.
INCOME TAX LAW: Knowledge of tax laws, including
filing requirements and practices, forms, schedules
and/or attachments necessary to compute taxes.
Meet continuing education requirements as dictated
by State Accountancy Board.
Current software knowledge includes: Creative
Solutions Accounting, Ultra-Tax, Word, Excel, Quick
Books, Quicken, Checkpoint RIA Research, E-Forms,
T-Value, Word Perfect, Quattro Pro, Pro-Series FX
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