Tax compliance is the largest segment of my practice. I am equipped to prepare every Federal and State tax return for individuals, C Corporations, S Corporations, Limited Liability Companies (LLC’s), partnerships, trusts, estates and non-profit organizations. These procedures are fully computerized and the software is constantly updated throughout the filing season.
I work with many individuals and businesses throughout New York, New Jersey, Pennsylvania and Florida, including (but not limited to) the following types of organizations…
A large part of my practice is helping businesses in their formative stages set up accounting systems appropriate to their needs in running the business and their responsibilities for reporting to the government. If you need your company set up on QuickBooks® software, I can assist you with that as well.
Full Service Payroll
I also provide full-service payroll to most of my business clients. These services include both preparation of payroll checks as well as compliance with Federal and State taxing authorities.
Financial Planning Services
According to a study conducted by the US Department of Commerce, only 5% of all Americans are financially independent by the age of 65. If you want to be part of that shrinking demographic, it’s critical that you have a solid financial plan and receive good counsel on a periodic basis. But how do you find an honest, reliable, knowledgeable financial advisor that will help you achieve your financial goals?