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Company Overview
My services
TAX PLANNING
Businesses
- I will help you in the startup phase with with determining the right organization structure, since the form of your business controls how deductions are taken. Sole proprietorships, Partnerships and Limited Liability Companies, S Corporations, and C Corporations offer different levels of limited liability and tax treatment of deductions.
- Determining the right company structure from the start will help with your success and I can help you determine the right company structure.
- I specialize in transactions flow, and getting your transactions from the payment processor into your QuickBooks, by using third party apps to automate the process.
Individuals
- Individuals need proper tax planning and guidance as well to manage their federal and state income taxes. I can prepare tax returns for individuals, families, and their children while helping to properly plan for tax events in the future.
- College costs can be deducted on your return and during the tax planning stage we can determine the best fit for you that will provide the most tax benefit for your family
- Assist with the information needed as you prepare for college by helping you with your FAFSA.
- As you get older and enter retirement phase we can discuss what is important to you and determine how to maximize your taxes in retirement.
Upcoming events
Tax season is underway, and the deadline has passed unless you filed an extension. If you need help please contact me so I can get started helping you with your taxes.
- January 31st is the deadline if you need to file 1099s for your vendors, or W2s for your employees.
- March 15th is your Deadline if you are a Partnership, or LLC filing federal and state taxes.
- April 15th 2024 is your Deadline for individual tax returns, and C-Corporations
- April 15th is your 1st Estimated Tax Payment for your taxes
- September 15th Extension Deadline for S-Corps, and Partnerships
- October 15th Extension Deadline for Individuals, and C-Corporations
- November - December, Tax Planning, this is the time to take a look at your situation and see if you have withheld enough taxes, or discuss strategies to reduce your taxes
Extra Attention
First year customers will get a review of their prior year tax return for any possible missed tax deductions. Secondly I will be looking for any carryover tax items that could be used on the current year.
Any changes in your organization, or apps you use
- Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let me know so I can structure your tax return to take full advantage of the changes.
- Have you started using a new revenue stream, that you would like automated to take the hassle out of entering repetitive transactions - call me I can help with this. There are apps that can help automate the process.
- I specialize in high volume transactions using Stripe for your source of online transactions
FAQs - Do you have a question - ask it and it could help others too
If you have questions just ask me and I will help find the best answer for you considering your accounting and tax situations. This will help achieve the best possible outcome for you and your business.
Certified QuickBooks ProAdvisor
Our Services
Accounting & Bookkeeping
I can replace your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on me. As part of my accounting and bookkeeping services I have installed complex QuickBooks web based payment systems that automatically captured customers payments from the company's website and entered them into QuickBooks setting up each new customer and tracking payments.
Your Taxes, Simplified
I'm dedicated to my clients. And I've represented them in responding to notices from the IRS, workman's comp. audits, and payroll tax audits. This keeps me current on tax law so I'm always ready for the toughest situations. For new clients, I will review your previously prepared tax return to make sure you got all the deductions you deserve and to maximize your situation going forward.
Your Business is Ours
I have developed strategies for both business and individual clients. And I work hard and long hours when they need me—even after tax season. So let me tackle your most pressing financial issues.