Financial Audit Assistance
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Services For Individuals:
- 1040 Prep
- Amended Returns
- FBAR Filings
- Penalty Abatement
- Single/Multi-state Returns
- IRS Notice Response
- Investor/Trader Status
- Gift Tax Returns
Individuals
With over a decade in public accounting, I’ve served clients in every walk of life and every income range. Often individual taxation is more complex than it originally appears and people find themselves at a disadvantage without knowing the options or possible outcomes before filing their return. I’ve spent my career chasing down the most complicated, difficult, and unusual tax situations available. Let me give you and your family the peace of mind you deserve in knowing that you’re getting the best tax outcome available for any situation.
Tax Planning
Tax planning is the difference between being proactive versus doing damage control come tax time. It is by far the most underappreciated aspect of personal tax. Often times, people assume that taxes are black and white and that there is no way to change the outcome. This couldn’t be further from the truth! For many people, proper tax planning could make the difference between owing tax and getting a refund. There are so many strategies that people are generally unaware of that could save thousands on their tax returns, doing nothing more than what they were already planning to do. I’m very passionate about tax planning for my clients. So much so that I developed my own tax planning software! It uses complex calculations and linear programming to tell you to the dollar what you should do with your money to maximize your deductions & credits, and minimize your tax burden! Clients who engage me for this service sleep easy knowing there won’t be any surprises waiting for them on April 15th.

Estates & Trusts
For many, their trust gives them a sense of security in knowing that their loved ones or a charity which they hold close to their heart, will be taken care of beyond their days. They may not realize that depending on the type of trust, they may end up owing more on their personal taxes, or worse, pay taxes on the trust level itself which has a maximum tax rate of 37% starting at just $13,050 of qualified income (in 2021). Many times, paying tax on the trust level is avoidable by following certain guidelines and regulations. Find out if there is anything you can do to avoid paying tax at trust-rates and make sure your trust returns are done right!

Non-Profits
Most people have heard of a 501(c)(3) charity. Most people haven’t heard of the other 28 types of charitable organizations, going all the way up to 501(c)(29)! When deciding on an entity structure for your non-profit, picking the right one is important. I can help you with your selection, give you a good understanding of the rules and regulations governing your type, and take care of your reporting and filing needs.

Accounting Services
We work with our clients to offload as much or as little of the necessary day-to-day accounting work as they desire. Whether you want a second set of eyes or the support of a full accounting team, we work with you to develop the best process for your individual situation.
- Payroll and Payroll Tax Filings (via our partner Gusto)
- Monthly Bookkeeping
- Bill Pay (Via Bill.com)
- Financial Records Clean-Ups
- Financial Statement Preparation
- GAAP Implementation Assistance
- Financial Audit Preparation and Assistance
- Outsourced CFO services
- M&A Due Diligence Assistance
