Accounting Services

If you don't have an on-staff accountant, consider my monthly, quarterly, or annual write-up services. I have many years of QuickBooks experience and can help you or your staff set up and maintain your books.  Depending on your needs, I will reconcile bank and credit card statements, keep up with fixed asset depreciation, help find and fix bookkeeping and classification errors. At a minimum, my write up service includes preparing journal entries to properly adjust and close your books at year end.

Tax Services

I provide expert, personalized tax services for individuals, small businesses, estates, trusts and nonprofit organizations. As an enrolled agent with 15 years of professional tax experience, I'm federally licensed to prepare all types of tax returns and to represent you before the IRS. Whether it's tax returns, tax planning, unfiled prior year returns, or tax problems, I'm available year-round to assist you.

Financial Reports

To help you with your business decisions, I can prepare financial statements, cash flow reports and other planning documents.

Payroll Services

I offer federal and state payroll tax return preparation and filing. I can also help you comply with new federal and state reporting requirements and the Affordable Health Care Act. I'll help ensure you don't miss out on various payroll-related state and federal tax credits you might be eligible for.