Existing Business
Clear & Simple
Generous Attention, Accessible & Proactive
After understanding your business I will provide you with a Clear Summary of Short & Long-term Services, goals and costs making you comfortable with your core services. Thereafter I provide generous attention when new projects or questions arise.
Diverse Experience
Working in private practice for 20 years coupled with 12 years at top-ranked firms PriceWaterHouseCoopers & Grant Thornton allows me to address the complex tax
and financial issues of larger companies with the sensitivity and experience to serve the small local business.
Sample of Client Industries
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Holistic, Medical, Dental & Law Practices
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Manufacturing & Distribution
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Recreation & Amusement Parks
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Veterinary Medicine
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Software Technology
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Boutique Clothing Shops
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Advertising & Marketing Companies
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Independent Movie & Media
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International Media Publishing
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Import/Export & Freight Forwarding
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Real Estate & Holding Companies
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Insurance Agents
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Heavy Equipment Sales & Rentals
Tax, Reporting & Business Services
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Tax Services for Business Income, Sales and Payroll Taxes and other Federal, State & Local filing requirements
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Integration of Individual & Business Tax Strategies
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R & D and other Tax Credits
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Resolution of Tax Liens, Abatements and Audits
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Applying for Tax Amnesty & Loan Installment Programs.
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GAAP based Financial Statement Preparation, Reviews & Compilations
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Acquisition or Sale of Business to Maximize Tax Benefits and Minimize Risks
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Assist with Worker's Compensation & Labor Department issues
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Incorporate New Business, Dissolve or make Corporate Changes to your existing business
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Advanced Tax Planning Services
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Just Do My Books Remote or on-site bookkeeping offered with our tax services or separately if you already have a tax adviser
Working with financial and legal professionals coordinate tax strategies with the following financial products provided by your financial advisers and legal advisers.
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Retirement Plans, 401k, 403b, Simple Employer Plans (SEPs)
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Employee Life Insurance, Disability & Benefits
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Funding Buy/Sell Agreements with Insurance Solutions and Tax Deductible Premium Strategies
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Employee Stock Compensation Plans & other Tax Advantaged Employee Incentive Solutions