Individual Income Tax Preparation
Helping individuals navigate the over 3.7 million words in the Internal Revenue Code. With a code this massive and complex, how can an individual be expected to know even the portion that pertains to their particular situation? My goal is to get you, not the largest, but, the most accurate refund possible.
Business Income Tax Preparation
Specializing in small to mid-sized business returns including LLCs, S-Corps, and Sole Proprietors. Prepare taxes separately or in accordance with any of the other business services that we offer. The IRS’s plan is to double audits of these “pass-through” entities so why not have an expert on your side? I provide expedited processing of these returns by completing them as soon as I receive all the relevant information and only request an extension when absolutely necessary.
I assist taxpayers that may have become delinquent with their tax liabilities, usually through no fault of their own, and need an expert to help them navigate the multitude of options that you might not know are available. From Offers in Compromise, installment agreements, removal of levies, to tax return identity theft.
Changes made under the Trump Tax Plan can be tricky to navigate, don’t miss out on any opportunities that you may be entitled to. Have an experienced tax preparer help guide you through this process and find opportunities others may miss.
Preparation of financial statements with analysis of your company’s financial position or in conjunction with a business loan application. An accountant can help a business become more efficient and cut costs to create more profits as well as assess the overall financial health of a company.
* We are not CPAs and do not provide audited financial statements.
Accounts Payable and Receivable
Let me take the worry out of maintaining payables and receivables so you can focus on your business. I will maintain these accounts so you know who you owe and more importantly who owes you.
Payroll Processing- Weekly, Bi-Weekly payroll services with quarterly IRS tax prep (Form 941) and available deposits of balances due using EFTPS. I can also handle state tax deposits for PA using the E-Tides system.
Bookkeeping and Computerized Bookkeeping
I offer monthly reconciliation of bank and credit card statements utilizing the most up-to-date computer programs. This aspect is often overlooked by small business owners as not important or a task that they can handle themselves. Unfortunately, accounting/bookkeeping errors are a few of the leading reasons that small businesses fail.
Other- Trust, Estate, and Gift Tax Returns
Being an Enrolled Agent I am qualified to handle any other type of tax return that you might have such as a return for a Trust, Estate or in the event that you made a taxable gift, in excess of $15,000 for tax year 2021, and need to file a Gift Tax Return.