Client Services

Client Services


Services I Offer

I Provide the Following Services

Tax Preparation, Planning and Representation:

  • Tax return preparation and review (form 1040, 1120, 1065, 1041, 990 and others)
  • Corporate and Personal Tax Planning
  • Estate and Trust Tax Preparation
  • Representation before the IRS and other Tax Authorities
  • Payment of Sales and Use Tax

Accounting and Bookkeeping:

  • Bank Reconciliation
  • Write Up
  • Financial Statement Preparation and Analysis
  • Payroll Service
  • Monthly bookkeeping services

QuickBooks Consulting:

  • QuickBooks Setup
  • QuickBooks Review and Training Service

Corporate Law Consulting:

  • Business Entity Start Up and Incorporation
  • Preparation of Corporate Document(s)

I have served clients in the following industries:

  • Auto Sales/Repair
  • Computer Hardware / Software Sales
  • Graphic Designers
  • Consulting
  • Construction/Contractors
  • Restaurants
  • Retail Businesses
  • Other Business owners
  • Exempt Organizations

The list above is by no means all-inclusive; please feel free to inquire about a service if you do not see it listed.

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