Overview
Whether it's tax preparation, personal assets management, accounting software training, or just general tax questions, we can help you - for starters, feel free to ask us anything tax-related. Based upon a broad spectrum of knowledge and education in the accounting field, our specialties can generally be divided into the following areas of expertise:
Services
Business Management
Generally designed for entertainment professionals, my business management services enable me to take on the daily coordination and management of my clients' most valuable and sometimes most daunting resources: their finances. This often includes the following, but can be tailored to fit any scenario:
- Business planning
- Debt restructuring
- Cash flow management
- Estate planning
- Financial maintenance and statements
- Tax planning and preparation
Corporate Services
Serving a wide range of industries, corporate services are geared towards businesses, particularly in the areas of accounting, taxes, pension planning and advisory services. Regardless of company size, all corporate services may be provided or businesses may select the specific areas in which the require assistance:
- Accounting and internal control systems
- Audits, reviews and compilations
- Business planning
- Cash flow management
- Debt restructuring
- Design and implementation (software systems)
- Employee manuals
- Financial forecasts/projections/statements
- Management advisory services
- Mergers and acquisitions
- Pension planning
- Tax planning (corporate and individual)
Personal Planning
The beauty of having goals is in the achievement of them. My personal clients come to me for assistance and advice on the best strategies for reaching their financial goals. Tax advice and preparation is just one component of my personal planning services, which can also include:
- Debt restructuring
- Investment strategies
- IRS representation
- Management advice
- Retirement planning
Small Business
Small businesses often require special assistance and the services of those who can function in many capacities, "one-stop shopping", if you will. With my solid foundation in tax, accounting and related specialties, small businesses receive the specialized expertise they need:
- Accounting services
- Business entity selection
- Buying and selling
- Cash flow and budget analysis
- Corporate services
- Internet commerce
- IRS representation
- Sales tax services
- Tax planning and preparation
Software Training
Quickbooks is one of the best software programs in the market for managing the daily books of your business or finances. I've taught countless clients how to maneuver within this program and am available to do one-on-one or classroom training.