If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  I am experienced enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor advice to your specific needs.

Bookkeeping and Payroll

Bookkeeping and Payroll services available at reasonable rates.

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Business Entity Selection

With the passsage of the 2018 Tax Cuts and Jobs act, choosing the right business entity – LLP, LLC, sole proprietorship, partnership, corporation, etc. –  has more significant financial and tax implications than ever.  Together we will choose and implement the right entity for your business.  As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Planning, Products, and Services

I am a CPA and Financial Advisor that helps individuals and small business owners find real solutions to their financial, tax and retirement planning questions.  As an independent advisor with Money Concepts Capital Corp., i have access to thousands of non-proprietary independent financial products and services in order to deliver customized planning that best fits your unique situation. Here are a few of the areas in which we can help:

  • Setup retirement accounts that meet your particular personal or business needs,
  • Ensuring that your financial portfolio matches your personal risk profile,
  • Ensuring that you are maximizing your pre-tax contributions and tax strategies,
  • Maximizing returns in your investment and retirement accounts,
  • Employing strategies to help protect your accounts from market losses,
  • Using annuities and financial planning to ensure that you don’t outlive your money,
  • Using insurance to safeguard assets, reduce taxes in retirement, and to provide a financial legacy for your loved ones.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Professional Money Management

Through my affiliation with Money Concepts Capital Corp., i can help you employ strategies that help optimize your investment returns while also managing risk.  Additionally, we can tap into a wide range of professional and experienced money managers each having their own unique investment philosophy and risk management style.

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Retirement Planning

Do you know how much your retirement will cost? Have you considered how you will pay for it? Do you know how to generate the retirement income you’ll need?  For many current and future retirees, these can be stressful questions which are often put off and left unanswered for too long. Fortunately, as part of the investment planning process at Money Concepts Capital Corp. we will help you find answers to these questions.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!