|Tax Planning & Preparation
I provide comprehensive planning, consulting and compliance services. Specializing in the needs of closely held businesses, their owners and families I utilize the latest software to enable the most thorough research and tax planning. All tax returns are processed in-house to ensure confidentiality and efficiency. Services include:
- Preparation of federal, state and local tax returns for businesses, nonprofits and individual clients, emphasizing quality, timeliness and efficiency. I stand behind my work including responding to notices from tax authorities and representing clients in federal, state and local tax examinations.
- Tax planning and consulting services. By maintaining an ongoing relationship with my clients throughout the year I am able to identify tax reduction opportunities such as tax credits, incentives and tax minimization strategies.
I aggressively identify planning opportunities and coordinate your finances within the complex requirements of the federal, state and local tax laws to help you realize your goals and minimize your tax expense.
"Indoors or out, no one relaxes
In March, that month of wind and taxes,
The wind will presently disappear,
The taxes last us all year."