If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. I can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
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I can set up or help you set up a custom accounting system on the software you select. The accounting system that I am most familiar with is QuickBooks. I am a QuickBooks ProAdvisor and have been so for over 10 years.
I can review your books quarterly, annual or whatever time period you wish. This is helpful to catch mistakes early, to make sure that the software system is working correctly and to make adjusting journal entries as needed.
I can help train yourstaff become more knowledgeable with accounting entries.
As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business or in your personal life. Whether you face questions related to expanding, selling, dissolving or restructuring your business, or decisions regarding your personal life, I have the necessary experience, acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, C-Corporation (regular corporation), S-Corporation, Professional Corporation, Non-Profit Corporation etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications.
For instance, LLC’s and Corporations are regulated by the state of formation and filing the tax return will often depend on where the business activity is conducted. I hear and see a lot of advertising/marketing targeted to California residents and businesses trying to steer businesses to incorporate/form in states other than California (think Nevada and Delaware). But, many factors could cause a non-California formed business to file California tax returns even if the business was formed in another state.
Also, as your business grows and changes, the type of business entity you choose may need to change. The change might be from one type of business to another (i.e. sole proprietor to LLC) or it might be a C-Corporation considering a tax-free exchange or merger.
Buying or Selling a Business
Few decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell, I can provide support and consultation is the pre-buying or post-buying stage.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
I am available to handle all estate and trust tax-related matters. My background is heavy in the Trust and Estate area. I can prepare all kinds of trust (fiduciary) tax returns, including, but not limited to simple trusts, complex trusts, life insurance trusts, revocable trusts, irrevocable trusts, fiduciary estate, education trusts, credit shelter trusts, living trusts and survivor trusts.
I can prepare Gift Tax Returns (annual returns, Form 709) and Estate Tax Returns (due after a death, Form 706).
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Management Advisory Services
My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Personal Life Changes and Tax Planning
Very few people’s lives are stagnant.
Investment or personal property is purchase and sold. Decisions such as replacement (an IRS Section 1031 transaction??) need to be made.
Expected gains often need to be determined for state tax withholding purposes, for tax planning and many other purposes. What are pro’s and con’s of adding a child to a deed during life or wait for the child to inherit it at the time of my death? Is there a way to minimize the beneficiaries property tax bill on an inherited home?
I can help you plan for retirement, plan for your estate or aid in probate or while the Estate or Living Trust is open.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Agency Representation
An IRS or FTB or BOE or EDD audit can be an intimidating and complex process. If you or your business face an audit from one of these agencies, I can bring many years of experience in dealing with tax matters and audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities . I am licensed to practice before the IRS.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.