Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business
clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take
advantage of new tax laws and legislation.
Preparing your own income tax return can be a task that leaves you with more questions than answers.
According to a study released by the US Government's General Accounting Office last year, most
taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
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.
Attending to notices regarding tax problems is important for reducing assessments and stress. Whether
you need non-filed tax returns prepared, are owing back taxes, considering an Offer in Compromise,
facing IRS liens and levies, I can assist you in mitigating tax assessments.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently
on a daily basis and are the foundation of a successful business. I can assist you with the tasks
associated with bookkeeping.
Estate & Trust Tax Preparation & Planning
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides
security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your
business and other assets. We can guide you through the complex process of getting your financial affairs
in order. Timely and accurate trust and estate tax returns are integral to maintaining the intentions of a
trust or estate plan.
During my years of experience dealing with many taxing authorities, I have achieved a level of
competence that can ensure clients that they are being properly represented before the various federal
and state tax agencies.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability
company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can
assist you in evaluating the pros and cons of each entity type to help you determine the most
advantageous form of business for your company.
Successful implementation and periodic review of your financial plan will ensure financial independence
during your working years and through your retirement years.