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I am a licensed CPA. My licensed Public Accounting Firm serves a variety of clients, from individuals and sole proprietors, to large family owned businesses. I provide traditional accounting and tax services, including tax planning and tax return preparation, as well as QuickBooks software training and data maintenance.
Individuals buying or selling a home – I can help you find overlooked deductions,calculate the tax benefits of ownership and tax effects of selling, and help you plan your employer withholding to minimize large refunds or tax due.
Investing in rental property – I can explain the tax reporting requirements and options available to you.
Business Owners – I can offer you a wide range of accounting service to help you prepare your records, and/or provide you with tax planning strategies to minimize taxes while complying with the laws. I specialize in S Corporations and LLCs.
My approach to a new engagement begins with gaining an understanding of the client’s business and individual needs and will develop a personalized service plan to fit them and your budget.