Services
Individual
Providing financial planning, accounting, and day-to-day transactions for individuals including Eldercare and Family Office services.
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Examples include:
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Reviewing and paying household bills. Assistance with check writing and checkbook balancing. Making sure money is received, receipted, and deposited. Identifying and organizing personal, financial, and legal documents. Help with retirement account tax planning.
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Business
I recognize that accurate, well-organized financial information is critical to your business's financial health. I am committed to providing the services, reports, and analysis you need to help manage your finances.
I offer a broad spectrum of meaningful and cost-effective accounting services, from bookkeeping services to general and subsidiary ledger maintenance, bank statement reconciliation, and tracking and analysis of receivables and payables as well as payroll management to help you keep your financial information accurate and up-to-date.
Taxes
My comprehensive personal and business tax services work to ensure that no money is left on the table and that you will have both peace of mind and confidence when your taxes are filed.
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One study from the American Action Forum says American taxpayers spend 17 hours on average completing their personal tax paperwork. That is roughly two work-days dedicated to a tax return. Business returns, including sole proprietors, partners, and corporations can take much longer.
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Allow me to reduce the time required and free you from much of the tedium and stress of preparing and filing your taxes.
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If you need personal accounting services, business services, or tax planning and preparation, I can help you put those pieces together. My goal is to help you evaluate your financial decisions, to assist you in reaching your financial objectives and to ensure you're able to maintain the best possible records of your financial resources.
