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Existing Business

Clear & Simple

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Generous Attention, Accessible & Proactive

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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.

 

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​Diverse Experience

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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. 

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Sample of Client Industries

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  • Holistic, Medical, Dental & Law Practices 

  • Manufacturing & Distribution

  • Recreation & Amusement Parks

  • Veterinary Medicine

  • Software Technology

  • Boutique Clothing Shops

  • Advertising & Marketing Companies

  • Independent Movie & Media

  • International Media Publishing

  • ​Import/Export & Freight Forwarding

  • Real Estate & Holding Companies

  • ​Insurance Agents

  • 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

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