Income Tax & Accounting Services

Individual, Business, Non-Profit & Governmental

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TAX PLANNING & PREPARATION

Income taxes affect almost everyone and can have a major impact on your life. While my clients typically contact me to simply have their income tax return prepared, I find the process of planning for future tax scenarios just as important. As part of your income tax appointment, we will review your current income tax return to help you understand your current income tax situation. We will also discuss upcoming changes to ensure that you are aware of any tax ramifications or savings that may impact you in the future.

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CONSULTING SERVICES

Many individuals handling the accounting system for an entity may have no experience or limited experience in accounting. Whether you are a business owner, a bookkeeper or an elected official, I am here to help you maneuver the complexities of your accounting system. During initial conversations we will discuss your concerns and determine what works well and what needs critiquing. Throughout the process, I will teach you valuable lessons that will help you perform your job more effectively and efficiently.

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SYSTEM SETUP & TRAINING

Every business, non-profit and governmental entity requires an accounting system. Each system is unique to the entity it serves. I strive to create and maintain a system that fulfills your needs and provides valuable accounting information. The information contained in your accounting system is crucial in helping you make informed decisions throughout the year.

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ACCOUNTING SERVICES

As a small business or non-profit entity, you may not have the knowledge or time to tackle bookkeeping and payroll tasks. My payroll and bookkeeping services help fill that gap so you can focus on your true purpose.

INCOME TAX SCHEDULING

The quality of service I provide to my clients is very important to me. Therefore, I limit the number of new clients I accept each year. I typically do not accept new tax clients from February 1st to April 15th of each year.

For existing clients, I have provided a link to schedule your income tax appointment. If you would like to meet with me for any other reason, are interested in becoming a new client or need an appointment outside of the hours available, please contact me via phone or email.

FOR EXISTING CLIENTS ONLY –

(DO NOT SCHEDULE ONLINE IF YOU ARE A NEW CLIENT)

Existing Client Appointment Scheduling

Experience

With over 30 years of experience in accounting, I have gained an immense amount of knowledge working with individuals, small businesses, non-profits and governmental entities. Throughout the years, I have worked in the auditing, income tax, consulting, payroll and bookkeeping fields.

Continuing Education

Accounting, income tax guidelines and technology are constantly changing. With over 40 hours of continuing education every year and many valuable resources at my fingertips, I possess a wealth of current and relevant information. I am here to help guide you through the complexities of our ever-changing world.

Personalized Service

You are not just a number in my business. Every client is important. Whether your needs or small or large, I am here to help you through the endeavors and responsibilities that come your way.

HAVE A QUESTION? WE’RE HERE TO HELP

Contact Us

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(269) 623-4678

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[email protected]

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