Tax Services

Tax Return Preparation

I know that tax time is probably not your favorite time of the year!  I want to make it as quick and pain-free as possible for you.  I can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.

Filing Business Taxes

Most businesses need CFO-Level Services without a CFO Salary Price Tag.   They need help in financial areas such as cash flow forecasting, interpreting financial statements, or setting up key performance metrics.  Their business is too small for a full time CFO, yet they are in increasing need of more financial expertise and guidance.  And most businesses could use professional accounting and financial advice.

Your Personal 1040 Tax Preparation

There’s a long list of trouble spots that can occur in QuickBooks, and you’re not alone if you’re having challenges.  That’s why I offer a data file analysis when you first come to me.  That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.