Services
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. My firm is large enough to offer a full range of professional services, but small enough to 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.
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. My services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.
I will work with you and your attorney to structure your estate and/or trusts with an eye toward minimizing tax liability, smooth fulfillment of your bequeathal directives and, when possible, avoidance of the long process of probate. In the event that you wish to begin distributing assets to your heirs during your lifetime, I can also assist with IRS gift reporting requirements.
When a loved one passes away, I can prepare and file any required final tax returns for the decedent and any associated trusts. I lift the paperwork burden off your shoulders, so you can focus on the far more important matter of spending time with your family during a difficult transition.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.
Many contracts and other business documents require notarization in order to take effect. If your company does not have an in-house notary public, I can provide one whenever needed. Even when notarization is not legally required, having a notary public witness and authenticate the execution of an agreement ensures that your company’s interests will be well protected if the terms of the agreement are ever disputed.
I can also provide useful services for your staff, including authenticating absentee ballots and legal documents. Offering this service to your personnel can reduce lost worker-hours, as employees will not need to find a notary public at a bank or other institution.
Sales Tax Services
Online sales tax collection, complying with state and local sales tax rules is more important and complex than ever. With regulations varying by state and even from one municipality to the next, sales tax compliance can quickly grow extremely complex, even for a small company with one location.
I will help you understand and meet all of your sales tax obligations, including calculating use taxes (if applicable) and filing timely and accurate returns. I can also help you determine whether changes in your operations might increase or decrease your sales tax liability.
Sales and use taxes are a primary revenue source for many states, counties, and cities, so government revenue departments strive to maximize collections. Working with an experienced sales tax partner helps ensure that you neither underpay nor overpay.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. I can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or small business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and small businesses, but it also holds extraordinary opportunities if you know where to look. I am here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.