Services

Tax Preparation & Planning

Through continuing education, use of research tools, and maintaining a professional network, I am knowledgeable of ever-changing tax laws to offer sound advice for minimizing the tax burden, while complying with the law & upholding the highest professional standards.

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Individual income tax returns

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Business income tax returns

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Income tax planning

Business / Management Consulting

Seeking professional consultation and recommendations for special projects can reduce the stress created from normal day to day responsibilities. Together we will talk through what pain points exist and how to tailor a plan for your specific needs. Here are just a few examples of services offered:

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Process improvement development and implementation

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Internal control reviews and recommendations

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Accounting system recommendations / implementation

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Business financial projections (cash flow, expenses, income)

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Reviews of forecasts/trend analysis

Accounting Outsourcing

Small businesses may not have the required staff to effectively operate the business and handle the administrative necessities. Outsourcing is a great stress-free solution and recommended to protect your business assets.

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Accounts receivable

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Accounts payable

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Account reconciliation

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Review of general ledger

Personal Finance

It is an unfortunate truth that most people were not taught how to manage money. As a result, many are stressed about debt and lack of savings. Together we can create a plan to help you reach your financial goals no matter your situation.

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