Business and Individual Tax

Do you really know the person who prepares your income tax returns? Is it someone who took a brief training course? Do you trust your tax software to understand and correctly interpret every nuance of your finances? Maybe it’s time you considered using a CPA, a dedicated professional who really knows the business of taxes and finances all year around, not just January to April. I will assist with the preparation of your individual tax needs from a basic 1040-EZ form to complex business returns.

LLC

An LLC is a business entity created under state law that can shield you from personal liability. LLCs are becoming the most popular way to start a business due to their ease and flexibility.  Forming an LLC can protect your assets by limiting your personal liabilities.  Before setting up an LLC, it’s a good idea to have a lawyer or CPA help you prepare your paperwork and read over your operating agreement to make sure your interests are protected.

Estates and Trusts

All property and wealth that you accumulate over a lifetime must be transferred during your lifetime, or at the time of your death. Two important vehicles for accomplishing this are estates and trusts.

Estate and trust accounting practices are very complex processes that require a thorough understanding of Federal and State taxation issues. I can administer an estate plan or trust, while providing for the minimization of estate taxes. Some of the accounting services needed for an estate or trust include:

• Probate Accounting
• Principal and Income Accounting
• Tax Accounting
• Income Tax Reporting

To find out more about accounting services for estates and trusts give me a call today.