Tax Services

Tax compliance is the largest segment of my practice. I am equipped to prepare every Federal and State tax return for individuals, C Corporations, S Corporations, Limited Liability Companies (LLC's), partnerships, trusts, estates and non-profit organizations. These procedures are fully computerized and the software is constantly updated throughout the filing season.

If you are interested, I have an individual tax organizer which is available for downloading - click here - it's free. If you have a corporation or a partnership, you may want to download my business tax organizer - click here - it's free.

As a value added service for new clients, I often file amended returns prepared incorrectly by other accountants and tax professionals.

Accounting Services

I work with many individuals and businesses throughout New York, New Jersey, Pennsylvania and Florida, including (but not limited to) the following types of organizations...

Some businesses only require tax returns, but I also offer standard audit, review and compilation services to my clients as they require them.

Business Startups

A large part of my practice is helping businesses in their formative stages set up accounting systems appropriate to their needs in running the business and their responsibilities for reporting to the government. If you need your company set up on QuickBooks® software, I can assist you with that as well.

I sit down with each new business owner and stress the importance of :

• Choosing the right entity type for your business.
• Shareholder/owner compensation issues & benefit strategies.
• Understanding the differences between employees and independent contractors and how this effects both taxation and your overall costs.

Full Service Payroll

I also provide full-service payroll to most of my business clients. These services include both preparation of payroll checks as well as compliance with Federal and State taxing authorities.

Financial Planning Services

According to a study conducted by the US Department of Commerce, only 5% of all Americans are financially independent by the age of 65. If you want to be part of that shrinking demographic, it's critical that you have a solid financial plan and receive good counsel on a periodic basis. But how do you find an honest, reliable, knowledgeable financial advisor that will help you achieve your financial goals?

While I do not personally offer financial planning services, I am able to refer my clients to several outstanding individuals/firms that do. Here are some of the topic areas you should consider discussing with a reputable financial advisor:

• Retirement Planning Analysis - Development of systematic savings and expenditure strategies and examination of various investment vehicles for retirement funds.
• Trust, Ownership & Gift Planning - Evaluation of existing asset ownership to insure that tax and personal liability have been minimized. Consideration for the establishment of trust and gifting plans along with the proper transfer and management of assets.
• Estate Planning - To provide family economic stability, security and liquidity to maintain existing lifestyle. Planning to assure the proper transfer and distribution of assets while minimizing estate taxes and other administrative costs.
• Education Funding Strategies - Examination of investment/cash flow funding vehicles and planning techniques.