I offer various accounting, tax, small business and financial services customized to meet the specific needs of each client. Financial Services:
I offer various financial services through a process of evaluating 8 wealth management issues (listed below). This allows me work with my clients continuously to address those needs most important to them.
•Investment Management*
•Cash Flow and Debt Man
agement
•Family Risk Management
•Retirement Planning
•Education Planning
•Legacy/Estate Planning
•Business Planning
•Special Situations
Income Tax:
I provide full service income tax preparation for both business and individual clients. I won't just prepare your tax return and send you home. I want to make sure you understand what is on your return because by signing, you are stating that you know, understand and are responsible for the information reported on your return. I will also assist in planning for the next tax year in finding all possible ways to minimize your tax liability. Accounting/Bookkeeping:
I provide accounting/bookkeeping services on a temporary, permanent or case-by-case basis. These services are customized to each client's needs whether that be one time, monthly, quarterly, etc. This can serve as a double check review of work already completed or I can process all your accounting information and maintain your general ledger in the absence of a full time accountant. Financial Statement Compilations:
I provide financial statement compilation services converting your accounting data into meaningful financial statements for making informed management decisions. These statements can be prepared using data prepared by your in-house accounting team or by any other services I may provide for you. Payroll:
I provide full payroll services for clients who prefer to outsource the function. This can include any or all of the following payroll related tasks:
•Employee Setup
•Processing Payroll Checks or Direct Deposit
•Payroll Tax Deposits
•Payroll Tax Returns
Other Services:
If you have a need for any financial/accounting services not listed here, please feel free to ask. I will work with you to determine the services I may be able to provide or will refer you to someone in another field. I want to provide my clients with the best possible service, even if it is not my own service.