Client Services We have attempted to make a list of the services we provide, but after over 25 years in public accounting, working with small to medium size businesses and having client contact with hundreds of different people it is hard to include everything. You would be surprised at some of the questions we are asked at times, but after many years working with people, we have established a good referral base and a network of people that we can call on to assist you. If we can not be of help, give us an opportunity in helping you find the right person for the situation at hand. Call or email us and give us an opportunity of providing the services you are looking for. PROSPECTIVE CLIENTS Give us a call for a FREE review of your prior year's tax return. We are always looking for new business. It helps us grow. OUR SERVICES Tax return preparation including ALL states. Tax planning and asset allocation Representation before the Internal Revenue Service Bookkeeping and Accounting services Quickbooks consulting Personal and business planning Eldercare services IRA Audit Protection Home based business consulting TAX RETURN PREPARATION We prepare hundreds of income tax returns each year for personal as well as business clients. Tax organizers are used to help gather the client's information and used as a guide in preparing a client's return. Organizers can also be obtained now thru our website. We attempt to advise you on current tax matters and are available year round to tax plan and assist you when it comes to tax matters. We offer ELECTRONIC FILING of your returns at no extra fee or cost on your part and our basic tax return costs as little as $60. Personal service, fast turnaround of the tax returns, electronic filing and reasonable rates that are affordable makes having your tax returns prepared by us an easy decision to make. TAX PLANNING Tax planning is something we do all year long. Working with clients on adjusting their tax home pay, discussing buying or selling a home, working with investments and calculating stock market activity, starting a business, or having questions regarding many different matters encompasses some of the things that we do in the tax planning area. Keep us in mind when you need some help. BOOKKEEPING & ACCOUNTING SERVICES Our staff is available to assist you with your bookkeeping and accounting needs. From providing data entry of your transactions and source documents, to the preparation of a financial statement covers many facets of the services we provide. We work a great deal with QUICKBOOKS, one of the most widely used bookkeeping packages around. Need help with quickbooks, give us a call. IRS REPRESENTATION AND AUDIT PROTECTION We represent clients who need our help to resolve IRS issues as well as tax audits. We also work with clients regarding Offers In Compromise. < ELDERCARE SERVICES Michael obtained his Private Fiduciary Certification so he could assist people that needed help in the areas of guardianships, conservatorships and executorships. In the eldercare area, Michael has worked with many of his current clients as they got older and their own lives changed. Check writing, paying of bills, reconciling check books, assisting people that are alone, or coming out of rehab centers, acting as a liason between children living somewhere else and not having someone around to check on an aging parent. Is the repair man going to fix and charge the elderly person fairly or does someone need to check up on the work being done? Any of this sound familiar? Our elderly population needs some help. Who better than a CPA who has hands on experience. Contact Michael if you need some services or know of someone who could use our assistance.

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