Accounting For: Small Businesses

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:

Accounting Essentials

Online accounting set up

Online transaction tracking

Monthly bank/credit card 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 position 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.

Business Tax Compliance

File annual returns

1096/1099 reporting

Prepare or calculate sales tax returns/liabilities

Calculate estimated payments

Respond to IRS and state notices

Business Set-Up

Navigate which entity structure is the best  fit for you and your business.

Accounting System Set-Up

Optimize your accounting system to efficiently support your business.

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

Take Back your Quality Time

Get the tax support you need so you can focus on what matters most