Call or text to find out more: 857.636.1694

SERVICES OFFERED

As a sole practitioner I can provide you with exceptional attention and competitive rates. Here is a selection of the ways I can help.

  • Preparation and filing of Federal and State forms for individuals (Form 1040)


  • Preparation and filing of Federal and State forms for businesses (Form 1040 Schedule C, Forms 1120, 1120S, and 1065)


  • ​Preparation and filing of Federal information returns for non-profit organizations (Form 990)


  • IRS and State audit response and defense 
  • Developing savings plans for retirement, education, and other life goals


  • Advice on the maximization of Social Security benefits, government pension benefits, and other programs


  • Developing personal budgets


  • Personal bookkeeping and advising on the adherence to set budgets

TAXATION

  • Compilation or review of financial statements for non-profit organizations and commercial businesses


  • ​Consulting on the design of internal controls, accounting systems, and accounting procedures, including the prevention of fraud


  • ​Forensic accounting and fraud investigation


  • ​Consulting on the design of cost accounting systems and the preparation of indirect cost rate proposals
  • Bookkeeping for small businesses and non-profit organizations


  • Account reconciliation and reporting for small businesses and non-profit organizations


  • ​Filing of payroll and information returns (941, W-2, 1099, and so forth)


PLANNING

ACCOUNTING

BOOKKEEPING

I also offer free notarization services for clients and the public by appointment.