Tax Preparation
I can assist you with the preparation of:
- Individual
- C Corporation
- S Corporation
- Partnership
- LLC
- Gift tax returns
You can be assured a complete, accurate and timely filed tax return each and every year.
Tax Audits & Disputes
Whether you've been unfairly assessed or are facing a full audit, make sure you have assistance with:
- Federal or state Notices
- Levys
- Garnishments
- Back taxes
- Amended returns
IRS agents are trained to ferret out discrepancies and dig deep into your past; I know how to defend your position and respond to adverse claims.
Accurate and Timely Solutions for Tax & Financial Issues
Tax Planning
Mid-year or year-end tax planning can help you avoid unexpected tax bills on April 15th. I am here to assist you with:
- Calculating quarterly estimates
- Preparing tax projections for sales of businesses
- Sales of stock
- Sale of your home
- Sale of rental property
- Exercise of stock options, etc.
I am here to advise you on the tax implications of whatever issue you have that may impact your taxes.
Financial Coaching
I have helped my clients learn how to save, successfully pay down their debt and stick to a budget, resulting in amazing stories of financial transformation.
- What is your story?
- What baby step are you on?
- Is your debt out of control?
- Do you have an emergency savings account?
- Are you ready to improve your cash flow with a budget?
Using Dave Ramsey's approach to financial freedom, I can help you too!
