Practice Areas
Taxes (Federal Tax Return and more...)
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As a former Internal Revenue Agent and Criminal Investigator, I have experience working for and dealing with the tax authorities.
I can assist clients in a full range of Federal, State, and Local individual and business tax matters.
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I have experience in Corporate, Partnership, Trust, Estate, Gift Tax, Excise Tax and Payroll tax issues. Beyond tax planning, and preparation, I can assist you in applying for Non-Profit status and return preparation.
IRS Representation
I know the tax laws, and we know how your tax return was prepared. I can provide complete representation services before the IRS as well as State and Local taxing authorities.
I have experience in Collection, Examination and Criminal investigation relative to tax matters. These include IRS Seizures of property, Levies, Assessments, Installment agreements, Offers in Compromise and Tax resolution through the Audit, Appeals and the Letter Ruling Process.
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Bookkeeping Services (Monthly, quarterly, or annual)
My firm can provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
QuickBooks is perfectly suited for small business owners. I can assist in the initial setup, installation, and training, or provide other assistance as needed with QuickBooks and other accounting systems. I can assist you with Payroll preparation, processing including forms W-2, W-3, and 1099 filings and in reconciling and balancing all accounts, preparing checks, payments and bank deposits, collate and analyze account data generate financial reports. Allocate and post transaction details to books.
Business Consulting
My company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Some of my consulting experience includes: Business Construction and Surety Bond Claims; Insurance loss claims, Business Disputes, Cost Segregation Analysis, Anti-Money laundering, Risk Mitigation, and litigation support that includes civil and criminal tax matters.
Accounting Services
I offer a complete range of accounting services, including receivables, payables, and payroll management. I can prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) and my firm will also prepare custom financial reports for internal, and managerial use.
Financial Statement Preparation
I can prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential.
I can provide complete financial and business forecasting services, including proforma projections. I offer cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. These value-added services can be indispensable to clients.
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I can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.