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Practice Areas

I provide tax, accounting, and planning services. My specialties include: tax minimization strategies, banking and financial transaction structuring, Personal wealth analysis, business evaluation, Retirement plan design, I am experienced in working with individuals, business owners and corporations on multiple levels and this experience gives me the breadth of knowledge needed to assist clients in meeting their varied needs. I interview all clients for the preparation of individual, corporate and fiduciary returns.

All return preparation is hands-on and includes proactive interaction with the client through the final results on the tax software. I perform diversified business accounting and consulting services. Assist with update of business records for clients. Prepare client payroll tax returns, adjusting journal entries, trial balances, and account reconciliations. Apply professional accounting principles, theories and practices to analyze and interpret client accounting records in order to determine their effect on Federal tax liabilities. Interpret and apply Federal tax law for individuals, business partnerships, and corporations. Analyze and evaluate overall business operations and financial condition of entities. Interact effectively with a diversified range of clients and specialists, including attorneys, state department of revenue auditors, internal revenue service representatives, insurance auditors, and internal client accountants, both in person and by oral and written communication. Provide advice, counsel and instruction to clients regarding use of accounting software. Monitor progress of the business clients as they acquire accounting knowledge and experience.

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