Services
If you’re looking for a CPA that will focus on your individual needs and always treat you like a client who matters, I am that person! I provide services for a limited number of clientele so I can give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice 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 business opportunities 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.
Notary Services
A Notary’s duty is to screen the signers of important documents for their true identity, their willingness to sign without duress or intimidation, and their awareness of the contents of the document or transaction. Property deeds, wills and powers of attorney are examples of documents that commonly require a Notary. This service is offered free to my current clients.
Nonprofit 990 Reporting
Filing a 990-series return is an essential aspect of running a nonprofit. This is primarily due to IRS mandates, but the form is also important for other reasons. The general public — especially potential donors and volunteers — can use these forms to learn about an organization’s activity. From a Form 990, the public can learn about the program service activities, key employees, and directors, as well as what amount of proceeds go towards its cause. The reports required can be confusing and overwhelming.
I am happy to help you with your 990 forms!