The following is a list of services provided by this firm. However, this list is not all-inclusive, and you should not be concerned about calling in regard to any business, tax or financial related matter. I maintain relationships with other professionals practicing in a variety of specialties. If I am unable to assist, you can be assured I will refer you to the right individual or firm.
If you are a prospective client, please call for a complimentary get acquainted appointment or phone conference.
- Tax Return Preparation
- Representation Before the IRS
- Creative Tax Strategies
- Other State Tax Return Preparation
Relocation Tax Problems
Tax Return Preparation
I am experienced in all facets of tax preparation, including filing individual, small business, partnership, and estate returns. I will ensure that you consider all of your legal deductions so you realize your full tax benefit. My comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner.
Representation Before the IRS
Are you having problem with the IRS or the state? If you owe past due money, if you receive puzzling correspondence from the IRS, or if your return has been selected for an audit, I am fully qualified to assist you before the IRS or the State Department of Taxation. I specialize in Collection and Appeals representation.
I can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, I will assist you in planning your tax obligations for the entire year, so there won't be any surprises at tax time. I'll also be on hand to explain the tax structure so you'll know where your money is going. I am well equipped to ensure that you gain the full benefit of your deductions through our intensive continuing education and training.
Other State Tax Return Preparation
I have extensive experience in preparing returns for all states in the U.S. and the preparation of multiple state returns in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.
Relocation Tax Issues
I specialize in tax problems associated with relocations from state to state. In addition to being experienced in preparing returns for all states, I specialize in home sales, moving, pension rollovers, part year and non-resident income allocations for the various states.