EASTPOINTE
I have been preparing and filing Individual and Business tax returns at a reasonable rate for over 18 years. I am also qualified to prepare all State tax returns.
I am set up to prepare tax returns remotely via email, text message, fax or even Social Media or in person at your request.
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What do you love most about your job?
Helping my clients with their tax needs at a reasonable rate!
What inspired you to start your own business?
I worked for a "Big Box" tax firm for 10 years and was very discouraged by the limits to the services I was allowed to offer my clients and the high prices my clients had to pay, so I branched off on my own 8 years ago and have never looked back!
Why should our clients choose you?
I offer superior tax knowledge, preparation skill, and very reasonable rates. I guarantee to offer pricing lower than my competitors.
Tax Preparation
I prepare All Prior and Current year Federal returns and schedules, and ALL necessary State returns.
ESTATE & TRUST TAX PREPARATION
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
BUSINESS/PARTNERSHIP/LLC TAX PREPARATION
Prepare All current and prior year federal and State Business/Partnership/LLC returns.
TAX PLANNING
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
REPRESENTATION AND ADVOCACY
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.
ENSURE THE CONFIDENTIALITY OF EACH CLIENT BY FOLLOWING ALL FEDERALLY MANDATED PROCEDURES REGARDING INFORMATION HANDLING
CONSULTING SERVICES
I gauge my worth by the personal and business successes of my clients. I can help you or your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business tax issues. The following is just a few of the areas in which we provide consulting services:
*Type of entity selection
*Business valuations
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning