Multiple locations
Enrolled Agent admitted to Practice Income Tax before the IRS. Accountant with Bachelor's of Science Degree in Business Administration - Accounting Option. Also 20 years experience as a Financial Accounting and Reporting Controller in law firm management.
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What kind of accounting services do you provide?
Specializing in Partnership Accounting for Small to Mid-sized Law Firms
Full Charge Bookkeeping Services
Payroll Processing Services (via ADP or Paylocity Platforms)
Year-End Tax Reporting (1099-NEC, 1099-MISC)
Why is it so important for businesses to hire a great accountant?
The collaboration of client and accountant is vital in the company's success as a going concern. A great accountant is an ethical, detailed-oriented team player who should possess great communication skills. The accountant organizes, analyzes and accurately reports an organization's financial information in a timely basis. The accountant should also assist in implementing internal controls to protect the organizational assets.
What do you love most about your job?
Assisting an organization in the creation of company accounting records that accurately record and report the organization's financial information.
What inspired you to start your own business?
A close friend requested assistance creating a set of financial statements to obtain financing. The accounting records were created and financing was secured. I was inspired to help other small business owners.
Why should our clients choose you?
I'm an experienced accountant with more than 20 years financial accounting and reporting experience. I currently hold a Bachelor's degree in Business Administration with an Accounting Option. I am employed as the financial controller for a mid-sized law firm with two offices and I possess an Enrolled Agent designation which authorizes the practice of tax before the IRS.
Can you provide your services online or remotely? If so, please add details.
Yes. A secured online accounting platform is used that is accessible by authorized individuals.
What changes have you made to keep your customers safe from Covid-19?
Remote meetings and consultations via Zoom and other media.
Annual Tax Reporting
Electronic Filing of Income Tax Returns;
Prepare Requests for Extension to File Income Tax;
Prepare 1099NEC/1099MISC forms; and
Prepare Annual Business Property Statement (Form 571-L)
Bookkeeping
Accounting for Law Firms
Specialized Bookkeeping and Accounting for Law Firms