My website brings financial services directly into your home or business enabling you to more actively participate in your financial management. Use the Financial Tools to assist you in tax planning, financial planning, or determining loan payments. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.
Visit often as current news impacting your financial situation will be outlined here.
Visit often as current news impacting your financial situation will be outlined here.
Services
I have spent the last Twenty Three (23) years in public accounting practice helping clients solve a variety of accounting and taxation problems.
I am focused on working with small business clients using QuickBooks small business accounting software and preparing their income tax returns.
I also prepare individual income tax returns and assist them with their tax planning needs.
I am focused on working with small business clients using QuickBooks small business accounting software and preparing their income tax returns.
I also prepare individual income tax returns and assist them with their tax planning needs.
With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen.
This month's newsletter alerts you to some of the common signs of identity theft and what you can do if you discover that you're an identity theft victim.
Also in this month's edition, learn about a bank secret that can be yours, tips for dealing with common accounts payable problems in your business, and the story of a Tweet worth $2.9 million!
This month's newsletter alerts you to some of the common signs of identity theft and what you can do if you discover that you're an identity theft victim.
Also in this month's edition, learn about a bank secret that can be yours, tips for dealing with common accounts payable problems in your business, and the story of a Tweet worth $2.9 million!
Timely, efficient bookkeeping services are available for businesses of all sizes.
Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis.
Budgeting and forecasting support are also available.
I support QuickBooks Online and QuickBooks desktop.
Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis.
Budgeting and forecasting support are also available.
I support QuickBooks Online and QuickBooks desktop.
As I am working with my clients, situations arise where they need additional services that I cannot or do not choose to provide.
Legal - attorneys to assist in setting up a new business, develop an estate plan, or help with other legal needs.
Investing - financial planners to assist with education, retirement, and other investments.
Insurance - agents that assist with coverage for your business, life, home/auto, and health/disability.
Information Technology - IT Professionals that can build your website, configure your network, and help with security.
Legal - attorneys to assist in setting up a new business, develop an estate plan, or help with other legal needs.
Investing - financial planners to assist with education, retirement, and other investments.
Insurance - agents that assist with coverage for your business, life, home/auto, and health/disability.
Information Technology - IT Professionals that can build your website, configure your network, and help with security.
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