In my practice I offer a wide range of services to my individual and business clients. I have listed below the services offered 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. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.
Other Services
Expert Witness Services
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. My level of competence has allowed me the opportunity to function in this capacity.
Expert Witness Fee: $300.00 per hour
Tax Services
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.
Consultation Rate: $175.00 per hour
Tax Preparation
I have a significant investment in computerized tax preparation and research software which enables me to accurately and efficiently prepare returns for various types of entities. I specialize in sophisticated returns for individuals, partnerships, trusts and estates.
Preparation Fees are per Completed Form or at a Rate of $175.00 per hour. Computer charges, postage, and shipping are additional.
IRS Representation
I bring a wealth of tax knowledge relevant to the representation of tax clients faced with the resolution of any number of adverse economic developments that may befall a business or taxpayer including: Audit Representation, Collection Negotiations, Installment Agreements, Offers in Compromise and Appeals.
Representation Rate: $250.00 per hour
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. Additionally I can prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Estate & Trust Tax Preparation
Generally these are returns the average taxpayer has no clue about. Often filed while under duress and more likely than not involving large sums of money. The tax rates are exorbitant and the laws are ever changing. I can guide you through the complex process of collecting and organizing the information; getting the most out of your attorney, and filing the proper tax returns in a timely, accurate manner.
Estate and Trust tax returns are prepared at the minimum rate of $200.00 per hour. There is a $350 minimum fee and computer charges are additional.
Consulting Services
Business Valuations
Whether you are thinking of buying a new business, selling a current one, or are in the midst of a difficult divorce, the amount attached to the value of your business is important. I can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Consultation Fee: $250.00 per hour
Estate Planning
Effective 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, and help you identify the additional professional help you need to implement your plan.
Estate Planning Fee: $200.00 per hour
Business Consulting
I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I can provide comprehensive, flexible strategies that address the issues affecting your business.
Consulting Fee: $200.00 per hour
Investment Review
As you develop your investment strategy, I will act as your sounding board. I can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. As I do not represent or sell any stock or fund, my opinions are not colored by potential commissions or fee.
Investment Review Fee: $200.00 per hour
Debt & Financing Services
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. I have spent years working with people who have debt, cashflow or equity problems. I have no doubt that I can assist you in securing financing for your personal or business needs, consolidating your current debt to a more manageable level, or employing creative solutions to work around upside down equity problems.
Consulting Fee: $200.00 per hour
Miscellaneous
Forensic Record Reconstruction
No records, old records or poor records. I specialize in the sleuthing necessary to create a track record of your past so that audit defenseable prior year tax returns can be filed.
Minimum Fee: $250.00 per year
Trust & Estate Accountings
These types of accountings are not your general balance sheet/profit and loss reports. They are specialized types of accounting reports that can differ depending upon what state the Trust/Estate is located within. These accountings are generally subject to legal review and require specific knowledge as to format and local rules.
Accountings are prepared at the rate of $175.00 per hour. Computer charges are additional.
Conservatorship Accountings
Reviewed by attorneys, scrutinized by the Court and nit-picked by concerned family members, these accountings need a truly professional perspective as to income recognition, expense categorization and asset tracking.
Accountings are prepared at the rate of $175.00 per hour. Computer charges are additional.
| 
