Areas of Practice
Tax Return Preparation
Prepare your personal, small business, or nonprofit tax returns and review the completed return with you, along with opportunities for current and future savings, before filing.
Business Tax Filings
Calculate and prepare the required filings for other taxes that might apply to your business, such as quarterly estimated payments, payroll taxes, sales or transaction taxes, franchise taxes, or property taxes.
Tax Planning
Model anticipated changes in your financial circumstances or upcoming transactions to determine their impact on your taxes. A quick conversation can sometimes result in substantial tax savings.
Audit Representation
Represent you, as your CPA, before the IRS and State revenue departments, should any questions arise.
Accounting and Reporting
Prepare your personal or business financial statements based on Generally Accepted Accounting Principles (GAAP) or in another format that meets the requirements of your lenders, investors, regulators, or similar stakeholders.
Forensic Accounting
Unravel the details of results or balances that don’t feel right or where you suspect wrongdoing (such as theft or fraud) so you can take action.
Financial Statement Review
Perform detailed reviews of your financial statements to spot trends in your personal or business finances and suggest recommended actions.
Pro-forma Analysis
Build models to show how potential decisions could affect your financial standing.
Due Diligence
Assist with financial due diligence when you are considering buying or selling a business.
Internal Controls
Review your processes to identify opportunities to add internal controls or improve your current controls, ensuring that potential errors, fraud, or business risks are prevented or caught quickly.
Financial Planning
Guide you through the process of building or updating your financial plan and selecting the goals that are most important to you. Suggest realistic actions and provide support so that you stay on course.
Retirement Planning
Determine if your current retirement savings rate and investments are on track to support your retirement goals.
Maximizing Retirement Savings
Identify strategies to increase your retirement savings rate, determine your target savings balance, and ensure that your savings are in the best accounts to minimize future taxes.
College Saving and Planning
Determine how much you should save to fund future educational needs for your family without compromising savings for other goals (such as retirement) or eligibility to qualify for grants and financial aid.
Investment Management
Help select (as a fiduciary) investments and portfolio allocations that align your savings with the timing of your goals and your comfort level with inevitable market fluctuations.
Get in Touch
Because everybody’s needs are different, I invite you to contact me to schedule a complimentary consultation to discuss how I can help you specifically.