Individual and Small Business Tax Planning and Compliance


Tax Planning:

I can assist you in determining the tax consequences of future plans, including: marriage, divorce, purchase or sale of a residence, purchase or sale of rental property, purchase or sale of a business, entering or leaving the workforce, self-employment, charitable gift giving, lease-versus-purchase decisions, and estate tax planning.

Tax Compliance:

I specialize in individual and small business tax preparation. My small business clients include sole proprietors, partnerships, and S-Corporations. I am also experienced in the preparation of estate tax and estate income tax returns.  Each year, the majority of my continuing education requirement is met by undertaking studies in the areas of individual, small business, and estate taxation.

Representation Before the IRS:

CPAs are part of the select group that can represent you before the IRS (the other members of the group are tax attorneys and enrolled agents).