|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.
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.
- 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
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 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
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.