Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. I go out of my way to reduce the burden of paying taxes for all filers. I pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. I am qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.
Most tax preparers do an adequate job putting the right numbers in the right places on the right forms. But there is little or no proactive planning. In fact, my research and testing indicates that clients who implement my tax coaching service can rescue thousands of wasted tax dollars, year after year.
I also offer a state-of-the-art payroll processing system that that lets you collaborate with us by setting up information on your company and employees, and then enter your regular payroll data and print the paychecks, while I take care of scheduling your tax payments, paying electronically, filing your payroll tax forms, and processing the W-2s and W-3. And because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.
Whatever the state of the economy, I am deeply concerned about the personal financial status of my clients. To help you invest wisely, put aside what you’ll need for retirement, fund the kids’ education, keep yourself out of debt, and plan your estate, I can can guide you towards the best decisions depending on your time horizon, your tolerance for risk, and your current and future financial goals.