Client Services

My firm offers a wide range of services to my individual and business clients. Being a relatively small firm, I am able to offer my clients personalized quality service. Below, I have listed the services that I offer to my clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Legal Services

Wills

WillsA will is a legal document that lets you tell the world who should receive which of your assets after your death.  It allows you to name the guardian for any dependent children.  Without a will, the courts decide what happens to your assets and who is responsible for your children.  Dying without a will - known as "intestate" - means you have no say over who receives your assets, and can leave your heirs and the court system the complex and costly job of wrangling over who should get what.

Regardless of your life circumstances or estate size, your will is perhaps the most important document you create.  It expresses your wishes as to how you want to care for your loved ones after your death and how you want your estate distributed.

Trusts

TrustsA trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can be the trustee of your own living trust, keeping full control over all property held in trust.

A "living trust" is simply a trust you create while you're alive, rather than one that is created at your death.  It can possibly save your loved ones time and money by avoiding probate and perhaps estate taxes as well.  With a properly funded Living Trust, you retain control, and your estate will be distributed to your heirs with minimal expense and in a timely manor.

Probate

Probate is the legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property under the valid will or intestate if there is no will. A probate interprets the instructions of the deceased if any, decides the executor as the personal representative of the estate, and adjudicates the interests of heirs and other parties who may have claims against the estate.

Limited Liability Companies

A Limited Liablilty Company is not a corporation or a partnership.  It is a distinct type of entity owned and controlled by members.  Members may be individuals, partnerships, or corporations, trusts and any other type of legal entity.

Corporations

CorporationsA Corporation is an entity owned by shareholders and managed by directors and elected officers.  A shareholder may be an individual, partnership, corporation, or any other type of legal entity.  There are different types of corporations: for profit, nonprofit, domestic, and foreign. For tax purposes a corporation may be a C Corporation or elect to be a S Corporation.

 

 

Partnerships

PartnershipsA Partnership is an association of two or more persons to carry out business for profit.  A partner may be an individual, partnership, corporation, trust, or any other type of legal entity.  A partnership may be a General Partnership or a Limited Partnership.

 

 

Accounting Services

Bookkeeping/Write-Up

BookkeepingMeaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. My qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

 

 

Consulting Services

Business Entity Selection

S CorpChoosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

 

 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, I am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Estate PlanningEffective estate 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. I can guide you through the complex process of getting your financial affairs in order.

 

Tax Services

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. I can guide you through the complex process of getting your financial affairs in order.

IRS Representation

AuditDuring my  years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

 

 

 

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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 my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

TaxMy significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

 

 

 

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