Client Services

We offer a wide range of services to our individual and business clients. Because our firm is small, my clients benefit by getting personalized quality service that is beyond comparison. Listed below are the services offered to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use cumulative experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

My significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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International Taxation

My experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided an extensive base of knowledge in the area of international taxation.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your loved ones, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During my years of experience dealing with many taxing authorities, my clients can feel assured they are being properly represented before the various federal and state tax agencies.

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Sales Tax Services

Many of my clients are responsible for collecting and submitting sales taxes in many different tax jurisdictions. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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Consulting Services

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.

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A Tax Services Firm