How I Can Help You
I offer a full range of professional services to give you the individual attention that you deserve. We will thoroughly go over your personal situation together and the plan will be tailored to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming opportunities and obstacles impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
Estate & Trust Tax Preparation & Planning
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Retirement Planning
Retirement planning is critical in these uncertain times. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Penalty/Interest Abatement
One of the worst things about IRS tax controversies are the penalties and interest tacked on to your original bill. There are penalties for late filing, late payment, and negligence, to name but a few–and the interest on unpaid taxes can rapidly increase your total tax liability. If you are struggling with unpaid taxes plus additional penalties and interest, I can help. The IRS may abate certain penalties if there is reasonable cause and the failure was not due to willful neglect. Many taxpayers who have not previously had major issues with the IRS can qualify for a first time penalty waiver. Generally, the IRS does not revoke interest charges, but some established interest suspension provisions do apply–especially where the IRS has made an error. I understand if you are overwhelmed by penalties and interest. They often appear arbitrary and unfair. I will carefully scrutinize your tax situation to see where penalties and/or interest may be waived.
Business Consulting
I am available to help you through every stage of your business and deal with any business problem or opportunity. From getting started and growing to selling or succession planning, I will help you come up with the best plan for your individual situation and get it executed. As your business grows you may find yourself taking on new roles in the business and we will work through those changes together. As a small business, you may not have many financial experts on your team to discuss business situations with, so I’m happy to be that person for you.
Notary Public
As a notary public, I can help you to handle various business, personal, estate, and trust matters, including witnessing and authenticating document execution and signatures. I offer Notary Public services and I am available when you need me.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, S-corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and what it means for your finances and operations. As your business grows and changes, the type of business entity you choose may need to change also. I will also work with you to make sure you’re meeting your reporting requirements that come with your entity choice from filing the S-corporation application, to either reminding you or doing for you the annual report required by your state.
Charitable Planning
If you have charitable inclinations, it would be my honor to help you maximize your donations for not only the charity but your own tax savings. There are a lot of opportunities to make charitable gifts during your life and in your estate plans. One of my favorite tax planning opportunities is to utilize a trust to get a charitable tax donation while you are alive for property that will be given to the charity after you die. There are many opportunities besides that though, so let’s work together to pick the best avenue for your charitable donations.
IRS Notices
The IRS regularly sends out automatically generated notices to taxpayers. Sometimes they are accurate and sometimes they are not. Most often, they are confusing. I will help you tackle the issue from the date you receive the notice to they day the issue is resolved. We can respond by writing letters, or with a signed limited power of attorney, I can call and talk to them on your behalf to figure out what is going on.
Advisor Selections
Sometimes it takes a team to meet your needs – usually a CPA, Attorney, and Financial Advisor. I’ve made great connections with local attorneys and financial planners and will happily introduce you to the ones I think will meet both your needs and suit your personality. It’s my goal that not only do you have the best people working with you, but that you actually like them as well.