The types of services that I provide can be divided into two areas -- planning services and compliance services. Planning services are those that provide the most value, as it pertains to dealing with events that have not yet occurred, where compliance services are those services that basically report on what happened at a particular time.


It is important for clients to understand the importance of planning and the tax or financial impact of their decisions. Planning services are among the most important services that I offer. My clients know that I will monitor their tax situation and give them planning suggestions before it is too late to help their situation.

Specific examples of planning services that I offer are as follows:

  • Business Entity Selection
  • Financial Forecasts and Projections
  • Cash Flow and Budget Reviews
  • Individual Tax Planning
  • Partnership/LLC Tax Planning
  • Corporate Tax Planning (C-Corp and S-Corp)
  • Business Succession Planning
  • Trend Analysis

Specific examples of compliance services that I offer are as follows:

  • Bookkeeping & Payroll Assistance
  • Financial Statement Preparation (Compilation)
  • Individual Income Tax Preparation
  • Corporate Tax Preparation (C-Corp and S-Corp)
  • Partnership/LLC Tax Preparation
  • Gift/Estate Tax Return Preparation
  • Non-Profit Return Preparation
  • Sales Tax Return Preparation
  • Food & Beverage Tax Return Preparation
  • Personal Property Tax Return Preparation    
  • Personal Property Tax Preparation
  • Trust / Estate Income Tax Preparation

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