Comprehensive tax preparation and compliance services for S Corporations, Partnerships, C Corporations, and non-profit organizations. Services include federal, state, and local filings, with an emphasis on accuracy, compliance, and proactive tax planning.

Individual income tax preparation services, including returns for sole proprietors and clients with rental real estate activity. My approach focuses on tax efficiency, accuracy, and clear communication throughout the year.

Preparation of federal and state non-profit tax filings, including Form 990 and related compliance requirements. I work with non-profit organizations to ensure timely, accurate reporting and to address ongoing tax and governance considerations.

Preparation of fiduciary income tax returns for trusts and estates, as well as federal gift tax returns. These services are provided with careful attention to reporting requirements, elections, and coordination with advisors and family members when needed.

Advisory services for startups and established businesses, including entity selection, tax planning strategies, and the preparation of pro-forma financial statements. Pro-formas are commonly used for business planning, financing, and lender or investor review and are prepared with a practical, real-world approach.

Accounting support services including assistance with bookkeeping, financial statement preparation, and general accounting matters. These services help clients maintain organized records and gain meaningful insight into their financial performance.

Independent title audit services provided to title companies, focused on reviewing documentation, verifying accuracy, and supporting efficient and compliant real estate transactions.

Representation before the IRS, state, and local tax departments, including responding to notices and letters, resolving discrepancies, and assisting clients through audits, inquiries, and compliance issues.