Services
What I do
Accounting Services
Outsourced Accounting
You are great at running your business. As an experienced accountant who can provide businesses with the expertise they need to manage their finances effectively. I have strict quality control procedures in place, which help ensure that the financial records are accurate.
Compilations
A financial compilation is a service provided to assist a business in presenting its financial statements. I take steps to ensure that the statements are presented in accordance with generally accepted accounting principles (GAAP).
Tax Services
Individual Tax Services
I can help explain the different credits you qualify for and help you gather all of the necessary documentation, such as W-2 forms, 1099 forms, and receipts.
Corporate & Partnership Tax Services
I can explain and develop tax-saving strategies for your business. Also helping you choose the right tax deductions and credits, and assist you in making other financial decisions that will minimize your business’s tax liability
Estate & Trust Tax Services
I can help you develop estate planning strategies that will minimize your estate taxes and ensure that your assets are distributed according to your wishes. They can help you create wills, trusts, and other estate planning documents.
Financial Advisory
Mergers & Acquisitions
If you are planning on merging or acquiring a business as a growth strategy I can help with future projections and help negotiate a deal. Ensure there are proper disclosures of the financial information to the buyer and the seller. This is important for both parties, as it helps them to make informed decisions about the deal.
Financial Crisis
I can help guide you through this troubling time. Obtaining cash flows and future projects to help you make the best decision on how to move forward.
Free Estimation
Request A Quote
Feeling overwhelmed? Want to Grow? I’ll organize your finances so you’re empowered to make decisions. We’ll find the best path for you