Our Services

Personal Income Tax Returns

I specialize in more complex individual tax returns. My focus is to provide significant value by increasing your tax savings.

My expertise is best suited to complicated tax situations such as:

  • dealing with rental properties.

  • filings across multiple states.

  • income from self-employment.

  • income from one or more business partnerships or corporations.

Business Tax Returns

Business tax returns are generally more complicated and often require professional assistance, similar to complex individual tax returns.

In my experience, business owners who attempt to do these themselves tend to miss critical details or make errors, affecting not only the business return but also the personal returns of any partners involved.

QuickBooks Clean-Up

While not strictly part of tax return preparation, correcting and organizing financial records is often a necessary preliminary step to filing business taxes. This step is crucial for accurate tax filing for businesses without an accountant or bookkeeper.

Financial Statement Services

I provide several financial statement services:

  • auditing,

  • review,

  • compilation of business financial statements,

  • annual report financial statements

These services ideal for: construction companies seeking or renewing their state licenses, non-profit organizations, and homeowners' associations (HOAs).

Peer Review Services for CPA Firms

I conduct mandatory peer reviews every three years for other CPA firms.

Qualified peer reviewers tend to be from larger firms and can be very costly. I am a rare small-firm option to meet your licensing requirements.