Accounting & Bookkeeping

All of the services of an in-house accounting department at a fraction of the cost.  From periodic bookkeeping to outsource CFO services.  I can help set up your accounting system and/or simply help you manage the day-to-day input.  Experienced with QuickBooks, Peachtree Accounting and others.   Services can be performed onsite at your business or remotely from my office.  

 

 

Tax Planning & Return Preparation

Minimize your business and/or individual income taxes with effective tax planning.  By staying on top of current tax law changes I will make sure you don't miss deductions or credits you're entitled to.   Preparation services for individuals, businesses, non-profit organizations, trusts, and estates.  I can also help represent you in audits and other inquiries by the IRS as well as state and local taxing authorities.


Litigation Support

Specializing in marital dissolution I can help identify and value assets including non-public stock, stock options, restricted stock, pension plans, etc.  I can also help determine both business and personal income for support purposes and assist with standard of living issues necessary for Domestic Relations Financial Affidavits (DRFAs) and Child Support Guideline Worksheets.  Collaboratively trained and experienced in both neutral engagements and litigious cases which require expert testimony.


Business Valuation

Fair Market Value appraisals of non-publicly traded companies for tax/estate planning, buy-sell agreements, succession planning, divorce engagements or other.  I can offer informal calculations of value up through full written valuation reports depending on your needs.