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Accurate and timely communication and exchange of information is a necessity for successful financial management and tax planning. I can be far more effective if consulted before structuring a major transaction as opposed to finding ways to minimize tax after a sale has been completed. I can assist you either on a tone time or on-going basis. All my clients receive incomparable, personalized, quality service. I offer timely and efficient services at reasonable prices in the following areas:
- Tax Planning and Return Preparation Services - Estate Tax Planning and Compliance - Elder Care Accounting
Income Tax Planning and Return Preparation Services
Expertise. Peace of mind; and plain talk. These are the things that you should expect your tax advisor to provide. I view my relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. I keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
I search for every deduction to which you are entitled. Indeed I prepare each tax return as if it were my own.
Whether you are an individual or operate a multi-tiered corporation or partnership, I can accommodate your needs for tax planning and preparation.
Estate Tax Planning and Compliance
The whole area of estate and gift tax has been changing wildly in the last few years. I can help you identify the need for estate planning in order to make sure that your assets will not be severly reduced at the time of succession.
Usually the process involves use of an estate planning attorney. I work closely with experts in the area.
I am available to prepare tax returns for trusts and estates as required.
Elder Care Accounting
I offer services to assist the elderly with regular recordkeeping and financial management.
I will make sure that your check register is kept up to date and all bills are paid on time. Never will you have to worry about missing payments for property or income tax. No longer will your worry about lapsed insurance policies.
I will make sure that all pension checks, dividends, interest, rent etc. are received and deposited on a timely basis.
I will keep an eye on monthly statements from investment brokers or other investments to make sure there are no unusual or unexpected transactions.
I will prepare a monthly report which will be transmitted to you as well as to any family members, beneficiaries or trustees that you so designate.
In addition you and those you authorize can log on to a secure portal on my website in order to review the check register and the state of these records at any time convenient to you. |