I provide a wide range of services to individuals and businesses in a variety of industries. I strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Accounting Services Estate and Trust Planning and Tax Preparation Financial and Retirement Planning IRS Representation Bookkeeping/Write-up Entity Selection and Restructuring Accounting Software Selection, Implementation, and Support Computer Consulting Payroll Services Employee Benefits, Pension, and Profit-Sharing Plans Debt and Finance Advising Tax Management Services We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. Request information about Tax Management Services Accounting Services From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to: - General ledger and financial statement preparation - Bookkeeping (Monthly, quarterly, or annual) - Accounting system setup and support - Payroll processing - Cash flow budgeting and forecasting - Personal financial statements - Employee benefit and profit-sharing plans - Corporate tax planning and return preparation - Litigation support Request information about Accounting Services Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Request information about Estate and Trust Planning and Tax Preparation Financial and Retirement Planning Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. Request information about Financial and Retirement Planning IRS Representation Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. Request information about IRS Representation Bookkeeping/Write-up Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Request information about Bookkeeping/Write-up Entity Selection and Restructuring Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. Request information about Entity Selection and Restructuring Accounting Software Selection, Implementation, and Support Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes. Request information about Accounting Software Selection, Implementation, and Support Computer Consulting As technologies advance rapidly, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. Request information about Computer Consulting Payroll Services Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. Request information about Payroll Services Employee Benefits, Pension, and Profit-Sharing Plans Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages. Request information about Employee Benefits, Pension, and Profit-Sharing Plans Debt and Finance Advising Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications. Request information about Debt and Finance Advising

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