As a small business owner you have more important things to do than to keep your own books and accounting. We take care of it for you, so you can get back to the job of running your business and generating profits.
Bookkeeping - organizing accounting information for financial statement reporting to management.
Financial Statements - preparation of financial statements for management with CPA opinion required by an outside party.
Accounting information review with management to resolve questions, increase business productivity, or other management specified questions or reasons.
Business metrics development to measure actual performance against standards or prior results.
QuickBooks Consulting for businesses including accounting set up, financial statement restructuring, and detail reporting using departmental classification breakdowns.
Real Estate Accounting – construction project accounting for control of the project, fix-n-flip accounting for project detail cost and profitability, and financial statements for rental properties.
Project specific accounting requested by clients for their use.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
Tax return preparation including Federal, State, and Local tax returns with the electronic filing to federal and state departments.
Tax planning for the reduction of tax liability on general business operations and/or specific transactions.
Preparation of W-2's, 1099s, or other miscellaneous tax forms required by the government either during the year or at yearend.
Projection of year-end tax liability for minimization or elimination of a a tax penalty for late or underpayment filing.
Tax transactions structuring to minimize, defer, or eliminate taxation for planned economic decisions and transactions.
Long-term tax structuring for holding and ultimately sale of a business either to differ or eliminate business sales proceeds taxable gain. May be sheltered either in a retirement plan or using private funds with certain restrictions.
Tax consulting with clients having questions regarding transaction taxation or tax planning.
BA – Finance
MBA – General Management
Certified Public Accountant
Two-thirds of career as Partner or Owner of CPA Practice, one –third of career in Financial Management, new business venture development, and production operations - including CFO of an Inc. 500 company, ranked 119/500 nationwide Two-thirds of career as Partner or Owner of CPA Practice, one –third of career in Financial Management, new business venture development, and production operations - including CFO of an Inc. 500 company, ranked 119/500 nationwide.