Gain control over your business with tailored financial guidance to make informed decisions on your tax obligations and profitability.
Adding a customized tax plan will provide you with timely information to help you grow your business while being prepared for year end taxes.
I can help you access financial information about your business to make daily business decisions simpler and more informed. I am dedicated to learning about your business so that I may advise on your tax obligations and profitability.
My services depend on each clients needs and include:
ADVISORY SERVICES
Business Set up - Entity structure strategy and implementation
Technology review - use current up to date resources
Tax Efficiency Analysis
Advisory coaching - we educate on best business practices
Business growth strategy
Customized plan for your business goals
Accounting System Set up and Efficiency Optimization
Business Tax Compliance
Business Tax returns
1096/1099 reporting
Sales Tax reporting
Calculate estimated payments
Resolve IRS and NYS issues/notices
Accounting Essentials
Online accounting systems
Online transaction tracking
Monthly reconciliations
Cash flow discussions and projections
Quarterly financial discussions
Make accounting entries and post payroll transactions
Provide insight on tax questions/issues
Review and discuss financial goals with management
Tax planning
Streamline tax season with an empowering plan based on a detailed review of your financial situation to prepare for the year ahead. Discover the effects of your business on your individual tax returns. Gain support throughout the year.
The tax laws are complex and I’m here to navigate that for you. I consider the important details required to save you tax dollars legally and successfully.
My services are based on each client’s individual needs and include:
Individual Tax Prep
Prepare Individual Federal & State Taxes
Calculate Quarterly Estimates
Form Tax Projections
Maximize Deductions and Credit Opportunities
Catch Up on Non-Filed Tax Returns
Gain Support Throughout the Year
GET IN SYNC WITH YOUR GOALS
We provide effective support and strategy to grow your business
