ASSURANCE

Call to find out more: 215.341.4206

FORENSICS

ACCOUNTING

TAXATION

SERVICES OFFERED

• Review of financial statements for non-profit organizations and commercial businesses

• Agreed-upon procedure engagements
  

• Review engagements under the Statements on Standards for Attestation Engagements (SSAEs)

As a sole practitioner, I can provide you with exceptional attention and competitive rates. Also, unlike a larger firm, you will never face the loss of continuity and experience when your assigned contact moves on: you will always work with me. 

​Here is a selection of the ways I can help.

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

• Designing and setting up accounting systems for small businesses, start-ups, and non-profit organizations​ 
  

• Preparation of financial statements for non-profit organizations and commercial businesses ​
  

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

• Consulting on the design of internal control for the deterrence of fraud
  

• Reconstructing missing or destroyed books based upon external sources of information
  

• Analyzing accounting records and financial data for the resolution of disputes, government appeals, or litigation
  

• Statistical analysis of data to arrive at insights for decision-making purposes, including projections and forecasts
  

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

• Preparation and filing of Federal and State forms for businesses:
  
  • Sole-proprietorships (Form 1040 Schedule C)
    
  • Partnerships (Form 1065)
    
  • S-corporations (Form 1120S)
    
  • C-corporations (Form 1120)

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

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

• US tax compliance for international tax accounts and investments (FBAR/FinCEN 114, Form 8938, and others)

• US tax compliance for foreign income (Foreign Earned Income Exclusion, foreign tax credits, determination of US residency for tax purposes, application of tax treaties and Social Security totalization agreements)
  

• Preparation and filing of Canadian federal and provincial returns:
  
  • Resident individuals (CRA Form T1 and provincial schedules, and Québec Form TP-1)
    
  • Non-resident individuals (CRA Form 5013-R)
    
  • Corporations (CRA Form T2 and provincial schedules, and Québec Form CO-17)