& Year Ends
I provide clients with all of their corporate tax and year end needs. I assist when everything from amortization of assets, to any adjusting entries that need to be made when we are done, and everything in between. I also assist clients with financial statement analysis when we meet with to review their corporate tax returns and year end financials.
I provide personal tax preparation for all individuals. I specialize in helping clients who have ‘complex’ tax returns, including rental income, business income, and so on. I assist personal tax clients with not only preparing and filing their tax returns each year, but also by helping them understand the nitty gritty of their tax situation, so that they can make more informed decisions moving forward to better their personal situation.
Estate & Trust
I provide trust and estate return preparation for clients who have either passed away or clients who have set up family trusts.