| Online Tax Preparation |
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| For those clients with less complex tax situations, you may prepare and file your taxes online yourself using this system. |
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| Business Consulting |
| I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Policies & Procedures |
| I develop and implement policies and procedures which will assist start-up companies in facilitating the development of their product or service while maintaining an eagle eye on the bottom line. |
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| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. I can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. I am exposed to most programs through trade journals and actual use. I can help you choose and implement the system that best fits your needs. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, I am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, I can assist you with many of the difficult decisions that must be made when designing your business' computer systems. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual, a multi-tiered partnership, or a consolidated international corporation, I can develop tax strategies that take advantage of new tax laws and legislation. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. I can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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