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Tax Services

Compliance and Preparation

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing, especially with new tax legislation seemingly passed year after year. Preparing your own income tax return can be a task that leaves you with more questions than answers. Tax services offered include, but are not limited to:

  • Individuals including Sole Proprietorships (Schedule C) and Rental (Schedule E);
  • Corporations, both Subchapter S and C Corporations;
  • Partnerships including LLC's and LLP's;
  • Estates, Trusts, and Gifts; and,
  • Not-for-profit Organizations.


As your business grows and takes on more and more employees, I can assist in developing a payroll system and prepare all necessary payroll tax returns.


Planning is the key to successfully and legally reducing your tax liability. I go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Businesses and individuals pay the lowest amount of taxes allowable by law because I continually look for ways to minimize your taxes throughout the year, not just the end of the year.

Accounting Services

Meaningful, well-organized financial records are important for your business to run smoothly and efficiently on a daily basis. As a small business owner, you have more important things to do than to keep your own books. I take care of your books for you so you can get back to the job of running your business. Accounting services offered include, but are not limited to:

  • Accounting System Set-up and Implementation (such as QuickBooks);
  • Monthly Bookkeeping/Write-up;
  • Bank Account Reconciliation;
  • General Ledger Maintenance;
  • Financial Analysis and Reporting; and,
  • Internal Financial Statements.

Whether you need to set-up, supplement, or completely outsource your accounting and bookkeeping functions, I can customize a package for you.

Litigation/Forensic Accounting Services

Litigation Support

Litigation Support provides assistance in matters involving existing or pending litigation. As an experienced professional in the fields of Accounting and Taxation, I assist attorneys and/or the courts (including mediation and arbitration) with the financial aspects of litigation matters for both plaintiffs and defendants. Common engagements include, but are not limited to:

  • Business Economic Losses;
  • Business Interruption/Other Types of Insurance Claims;
  • Contract Analysis; and,
  • Personal Injury Claims/Motor Vehicle Accidents.

Forensic Accounting

With the growing complexity of the business environment and the rising number of business related investigations, forensic accounting professionals are increasingly asked to assist in the investigation of financial and business related issues. Forensic Accounting often overlaps the services included in Litigation Support and include, but is not limited to:

  • Business/Employee Fraud Investigations;
  • Matrimonial Disputes;
  • Shareholders and Partnership Disputes; and,
  • Investment Analysis.

Internal Control Review and Analysis

Every business should have a system of policies and procedures in place that safeguard assets and control the financial transactions that occur each day. Based on my experience, I can assist your company by reviewing, testing, and analyzing your businesses' internal procedures and offer recommendations which could strengthen your internal control system. This process includes:

  • Interviewing Select Personnel;
  • Testing Transactions and Processes; and,
  • Reporting on Findings/Making Recommendations.


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