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
