Services

• Audits, Compilations and Reviews
• Bookkeeping (monthly/quarterly/annual)
• Accounting systems setup and design services
• Error evaluation, trouble shooting , and problem resolution.
• Fraud detection and prevention

CFO services: for business that are too small to hire a Chief Financial Officer full time, but from time to time need to avail themselves of these types of services, I am available at a cost effective alternative to a full time CFO. The value of these services are guaranteed.

• Profitability analysis
• Initial profit and loss projections
• Accounting software and system setup and training with QuickBooks
• Business plans
• Break even analysis
• Financing

• Budgets, forecasts and projections
• Business entity selection; LLC, S-corporation, or Partnership
• Succession planning
• Business valuations
• Buying or selling a business
• Business financing options

• Responding and resolve tax notices by the federal and state authorities
• Representation for late field tax returns and unpaid taxes
• Representation for tax audits
• Tax planning and tax projections for businesses and individuals
• Self-employed sole proprietors
• Single member LLCs: Sole proprietors and real estate investments
• Corporations: S-corporations or C corporations and their shareholders
• Partnerships: LLCs/LLPs
• Estates, trusts and gift taxes
• Multi-state individuals and businesses
• Multi-national individuals tax and reporting issues
• Not-for-profit organizations
• Sales and use taxes
• Payroll and employment taxes, and problem resolutions.