Services

Tax Services Tax compliance, reporting and planning for individuals, partnerships, corporations, trusts and estates.  Assistance with selection of business entity (e.g. “S” corporation, sole proprietor, limited liability company……..).  In addition to being a Certified Public Accountant, I am an Enrolled Agent, authorized to represent taxpayers before the Internal Revenue Service.

Accounting Services, including assistance with payroll processing, sales, use and property tax compliance, and working with clients accounting systems to ensure meaningful financial statements.  I am also an Advanced Certified QUICKBOOKS Pro Advisor.

Interim or Part-Time CFO/Controller – My experiences as a CPA is unique in that I have a broad background in both public and private accounting.  I have many years of experience working inside a company as a Controller or CFO, sometimes on a part-time basis when a company cannot justify hiring a full-time professional, or has a need to fill in during personnel gaps.  I also assist with financial forecast, projections, cash flow and budgeting.