Call: 919.260.3275
In the course of developing a close relationship with my clients I strive to thoroughly understand their business and its needs. As such I can provide relevant and timely advice to management on important issues that affect the health and profitability of the business.
Tax Advisory Services
Tax planning is key to maximizing tax savings and meeting long-range financial goals. My tax preparation services include periodic and year-end reviews, customized to meet the needs of my clients.
Financial Reporting
Compilation of financial reports for management and third parties.
Accounting Services
Monthly, quarterly and annual bookkeeping services. I can also provide on-going technical support and supervision to your in-house bookkeeper.
Payroll and Sales Tax Services
Assist in payroll and sales tax compliance, including the preparation of all required filings.
Accounting Software Support Services
I can provide complete training and technical support to clients, including remote access and online services.
Individual Services
I understand that one of my clients’ top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Throughout the year, I work with my clients to plan tax-saving strategies that are tailored to their unique situation.
Tax Projection & Planning
I can guide my clients through tax planning and preparation decisions with strategies to minimize tax liabilities, maximize cash flow and keep on track to their financial goals. Where applicable, I team up with my client’s investment advisor to ensure that investment decisions are made in the context of tax implications so that we can optimize outcomes.
Tax Preparation
I provide the expertise and knowledge my clients require in the preparation of their tax returns to stay compliant with ever-changing tax laws, while maximizing tax savings.