Tax Return Preparation

 Other Areas

My Philosophy:

My goal is always to first understand your situation and then determine the best solution for your specific challenge. After gathering facts regarding your challenge, you can rest easy knowing that a highly trained professional is analyzing your facts and circumstances to help you solve your problem. I always seek to find an efficient way to help you manage your risk and minimize your tax burden.

Tax Planning

My goal is always to first understand your situation and then determine the best solution to your specific challenge. After gathering facts regarding your challenge, you can rest easy knowing that a highly trained professional is analyzing your facts and circumstances to help you solve your problem. I always seek to find an efficient way to help you manage your risk and minimize your tax burden.

Business Transaction Structuring

Transaction Services

Tax Free Reorganizations

I have a wealth of experience from helping businesses of all sizes and a variety of industries. While working at local and international accounting firms, I have provided tax advice related to simple minority investments and I have provided advice on sophisticated billion-dollar+ transactions.  Most importantly, I gained an understanding of the flow of a deal and how to add value as an adviser. I use this experience every day to help clients like you.

Legal Books

Complex Tax Research

Individual Tax Planning

Business Entity Selection & Formation

Tax Return Preparation

I have extensive experience tackling complex issues and preparing tax returns. I review your information in detail to understand your position and consider possible deductions and credits to minimize your tax bill. I use state of the art software to keep the tax preparation process efficient and to ensure accuracy of the numerous complex calculations required to complete any return.

Personal

S Corporation

Partnership

After completing return, I provide advice on what to consider for next year so that you remain compliant and minimize your tax bill.  Also, despite discussion of tax reforms and simplification in Washington, the federal income tax law keeps growing in size and becoming more complex. I keep current on recent developments to help clients fulfill their reporting obligations and minimize their tax bill.

Fiduciary

Corporations

Miscellaneous

Other

In addition to my tax focused services, I also provide services that are closely linked to taxes, including business entity selection & formation;  federal & state tax representation and resolution; and basic estate planning.

IRS Representation & Resolution

Basic Estate Planning

Miscellaneous