I get it. Most people don’t enjoy doing their taxes. But I LOVE helping people maximize their finances, while putting their minds at ease. I am here to help you with responsive service and expertise to save you time and lower your tax burden. I give you a clear picture of your current situation and the next steps, with individual attention.
Following are services I offer:
Personal Services
With personalized service and years of accounting experience, I will help you understand your situation and simplify the next steps to help you maximize your tax returns. I can handle simple to complex tax issues, income from multiple states, rentals, and retirement. I will advise you about tax credits and deduction maximization.
So many questions and variables surround life. Many people benefit from a tax return projection to gain a complete financial picture in order to make decisions regarding their tax situation. By analyzing your current income and expenses, I can project your future taxable income to predict the amount of taxes expected to be due. I can help you comfortably navigate life’s changes and challenges.
A lot of questions surround back taxes. Should you file? Is it too late? Can you avoid penalties? Will you still receive a refund, or will you owe taxes and penalties?
Past due tax preparation includes many variables, and a challenging situation can be made worse by not taking action now. I can help you work through your situation and correctly submit your past-due taxes to get you back on track.
Business Services
I will make sure you meet your tax deadlines for your business taxes. I provide services for 1120, 1120S, 1065, Schedule C (1040), 990, and 1041 estate taxes. I can assist in your 1099 preparation, which entails special copies from the taxing agencies. Leave the tax preparation to me and be reassured that you will be in good hands.
Making the entity choice of a C or S Corporation or a Partnership is one of the most important decisions you can make early on. Spending the time, money, and effort by choosing a CPA wisely who can effectively help you consider your situation, while setting up your company properly, can prevent you from making costly mistakes in the future.
Existing businesses should also review and evaluate their choice of entity to ensure the correct selection and hedge against proposed new tax laws that could go into effect at any given time from the current administration. The immediate cost of changing an entity classification could outweigh future tax benefits, but a thorough analysis is needed.
Do you pay any individual $600 or more for services in a year? I can help you understand the process and complete and submit the forms correctly.
I can give you the support you need so you have accurate bookkeeping and financial records at year-end, which can save you money on taxes. You can use financial statements for your business cost analysis, budgeting, projections, long-term goals, bank loans for new equipment or a vehicle, or for a potential buyer when you are ready to retire. I assist you in organizing accurate financial statements, so you can have confidence in your financials when presenting to a third party. Time is valuable, so use your energy to expand and fortify your business.
I love helping businesses in my community succeed. With individual attention and trusted business experience, I can help your business grow. From startups to long-established companies, I can help with long-term goals and teach best practices in your industry.