My passion is specializing in small business and personal income tax returns. My experience as the owner of several restaurant chains has given me the ability to help others navigate the common pitfalls of doing business in today’s economy.

I offer a wide range of services and do my best to meet your financial needs as they arise. Please do not hesitate to reach out to me if you have a specific need or question.

Tax Prep & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.

Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business.

Sales Tax & Payroll

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Bookkeeping

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.

Whether you face questions related to expanding, selling or restructuring your business, I have the personal experience and capabilities to help you make better decisions.

Accounting

As a small business owner you have more important things to do than to keep your own books. I take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter I’ll do the following things for you:

Reconcile your bank account
Generate an income statement
Generate a balance sheet
Clean up your general ledger

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

CLICK HERE TO SCHEDULE YOUR SESSION

File Organization

Managing your cash flow and properly organizing your business documents can be tedious tasks that take up your valuable time. Allow me to guide you in setting up a framework that simplifies this process.

I’ll organize your documents for you and teach you what information you need to retain and what information you can dispose of safely. I’ll establish a budget and plan to keep you on track so you can reach your financial goals.