Taxes
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Planning
I offer comprehensive tax preparation and consultation services, dedicated to organizing your financial records, understanding tax laws, and applying effective strategies to optimize your tax liabilities. My expertise ensures that both individuals and businesses can accurately file their tax returns, stay compliant with current regulations, and maximize potential deductions and credits. I review previous tax returns, plan for future tax implications, and provide tailored advice on financial decisions impacting your taxes. Staying updated on legislative changes, I offer timely and relevant guidance to help you navigate complex tax codes and avoid costly mistakes. Whether you need routine annual filing or assistance with intricate tax issues, my services are designed to enhance your financial efficiency and ensure legal compliance.
Tax Advisory
Gain clarity and confidence in your financial obligations with my Tax Advisory Service, where I offer expert guidance tailored to your individual or business needs. Whether you’re navigating personal income taxes, corporate tax planning, or compliance with IRS regulations, I provide strategic advice to optimize your tax position and ensure compliance. From tax planning and preparation to resolution of tax issues and audits, I offer proactive solutions that minimize liabilities and maximize savings. With a deep understanding of tax laws and regulations, I keep you informed of changes that may impact your financial strategies. My goal is to empower you with the knowledge and tools necessary to make informed decisions and achieve your financial goals efficiently. Trust my Tax Advisory Service to provide personalized and reliable support, helping you navigate the complexities of taxation with ease.
Sales Tax Services
Online sales tax collection, complying with state and local sales tax rules is more important and complex than ever. With regulations varying by state and even from one municipality to the next, sales tax compliance can quickly grow extremely complex, even for a small company with one location.
We will help you understand and meet all of your sales tax obligations, including calculating use taxes (if applicable) and filing timely and accurate returns. We can also help you determine whether changes in your operations might increase or decrease your sales tax liability.
Sales and use taxes are a primary revenue source for many states, counties, and cities, so government revenue departments strive to maximize collections. Working with an experienced sales tax partner helps ensure that you neither underpay nor overpay.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
We will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, we can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.
Individual Tax ID (ITIN)
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
We will take the time to learn about your company’s unique challenges, goals and current strategies. We then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. We empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, we can help you unlock the full potential of your business.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
We will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, we will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Business Formation
Starting a new business can be a complex and overwhelming process, but my Business Formation Service is here to simplify it for you. I provide expert guidance and comprehensive support to help you choose the right legal structure for your business, whether it’s a sole proprietorship, partnership, LLC, or corporation. From preparing and filing the necessary documents to ensuring compliance with state and federal regulations, I handle every detail to set your business up for success. My service includes personalized consultations to understand your unique needs and objectives, enabling me to offer tailored advice that aligns with your goals. With my assistance, you can navigate the formation process smoothly and confidently, laying a strong foundation for your business’s future growth.