A wide range of services are offered to my individual and business clients.

Services Offered Include:
-  Accounting Services
   * General ledger & financial statement preparation
   * Bookkeeping (Monthly/Quarterly/Annual)
   * Accounting system setup for new businesses
   * Business tax return preparation (Sales & Use/Business Property)
   * Personal financial statements 
-  Controllership Services
-  Financial Forecasts & Projections
-  Cash Flow & Budgeting Analysis
-  Tax Planning & Preparation 
      - Individuals
      - Corporations
      - Partnerships
      - LLCs/LLPs
      - Estates, trusts & gift planning
    * Taxing authority representation 
    * Tax effects of buying/selling a business
-  IRS Representation 
-  Consulting Services 
    * Accounting software selection and implementation
    * Type of entity selection 
    * Business valuations
    * Buying/selling a business
    * Computer systems
    * Financial & retirement decisions
    * Estate, trust & gift planning
-  Business Succession Planning
-  Buying & Selling a Business
-  Management Advisory Services
-  Business Consulting
-  Business Entity Selection