Services
If you’re looking for someone that will focus on your individual needs and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Business Consulting
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Management Advisory Services
My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Consultations
During a tax consultation, we review and analyze your previous year’s tax form and create strategies to save money for the upcoming tax year. The consultation allows you to learn what deductions are of benefit for you; and as I learn more about the nature of your income and expenses, I can unearth other potential tax savings.
Consultations can also be held to address a specific tax problem you may have; for instance, a need to file an amended return, corresponding with the IRS, preparing for an audit, or dealing with back taxes owed.
Consultations are also useful for life changing events such as having children, undergoing a marriage or a divorce. And consultations are wonderful for understanding the tax consequences of a personal or business decision.
Many of my consultations have addressed investment issues. Knowing the tax laws before you make an investment decision can save you time and money.
Tax consultations can be held at my office, on Zoom, or over the phone. While I have regular office hours, I can arrange weekend appointments for your convenience. For couples filing a joint return, I prefer to meet with both spouses as California is a community property state, but I let you make the decision as to whether you both want to be part of the consultation.
In practice, most consultations pay for themselves in tax savings, a return that adheres to IRS regulations, and savings in the time it takes to then prepare the actual tax return. Plus, there is often a feeling of relief knowing that an enrolled agent understands your situation and concerns and is able to proceed comfortably and confidently.
Tax Planning
Many personal and business decisions have tax consequences. A knowledge of these consequences helps to give a clearer picture of the full costs and benefits of such decisions. Since Congress changes the tax code every few years, it is often necessary to review previously made decisions in light of changes in the tax code.
For instance, some of the issues where you could utilize my knowledge and expertise for tax planning include:
- Buying, selling, or starting-up a business
- Changing jobs or professions
- Children, including adoption, child care, schooling, or special needs
- Determining what assets should be in children’s names
- Divorce and Marriage
- End-of-year strategies for paying taxes or other expenses
- Gifts and Inheritances
- Moving locations, including buying and selling a home
- Paying of children’s expenses such as child care, schooling, college
- Planning for retirement — different IRA options
- Receiving retirement income
- Setting up a recordkeeping system that works for you
Tax Preparation
Your tax returns are filled out professionally and accurately. After I have obtained all of the needed information, you return will be completely finished within two weeks. You receive completed forms for your federal and state taxes. I routinely do electronic filings.
For new clients, the return preparation begins with my examining your previous return and then you and I discuss all your different financial activities that apply to a tax return. These activities may include businesses, rentals, investments or a myriad of other possibilities. After you have explained your unique situation, I will help you see what aspects of the tax laws apply to your return. In this way, you are assured to have a return that is accurate and as advantageous as possible to your situation and will easily pass muster with the taxing authorities.
An hourly rate is used since some returns are more complex than others, even if they do not include many separate forms. I work fast; thus, you get good value for an hour of my time. If you have clean records of income and expenses, then preparation goes more quickly. This quickness, combined with my knowledge of the tax laws, will provide you with tax savings as well as the security of knowing you have filled out a proper tax return. I count on this service to establish long-term relationship.