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Don’t Go It Alone!

Getting any kind of threatening notification from the IRS can be quite unnerving and troubling for even the normally calm and stout-hearted. There is no reason to go through this time alone; simply contact me and I can put my years of experience dealing with the IRS to work for you and get them off your back.

Small Business Services

Every business is unique, and every business owner faces unique challenges. I do not believe in a one-size-fits-all approach to working with my business clients. As your advisor, I will use my skills and experience, gleaned from years helping other business owners, to help you identify your unique challenges and offer unique solutions.

When you become my client, I will get to know you and your business. I will help you establish short-term and long-term goals for your business and solid, concrete action plans to achieve them. Through periodic review sessions, I will help you measure and evaluate your progress and celebrate your successes.

While not all-inclusive, these are some specific areas I can assist with:

• Setting Strategic and Tactical Goals
• Identifying Challenge Areas in Your Business and Implementing Solutions to Address Them
• Accurate and Timely Financial Reporting
• Establishing & Evaluating Customized Key Performance Indicators for Your Business
• Accounts Receivable & Accounts Payable Management
• Lease vs. Purchase Evaluations
• Tax Planning (see the Tax Planning section for more details)
• Succession & Transition Planning
• Payroll Processing & Payroll Reports Preparation

I would enjoy discussing any of these areas with you. Email or call me to discuss these or any other topics. Let me show you how I can help.

Tax Planning

Whether you need help with your individual income tax return, or you own a business, I can help with your tax return preparation. But tax compliance, while necessary, is just the beginning. I bring value to my clients by providing tax planning as well.

Tax planning, in a nutshell, is helping you achieve your goals while minimizing the tax you have to pay. My approach is to think not only about the current year, but future years as well. I help you evaluate your decisions and give you tax-advantageous strategies to implement. I will coordinate with your other professional advisors (financial and legal, for instance) to help keep you on track to achieve the goals you have set with them.

Here are some specific tax areas I can assist with:

• Quarterly Estimated Tax Payments
• Distributions & Salary Planning
• Evaluating New Tax Laws and How They Will Impact You
• Retirement Plans for You and/or Your Employees
• Net Operating Loss Management
• Depreciation Analysis
• Changes in Accounting Method for Tax Purposes
• Estate Planning & Gifting
• State Income Tax and/or Franchise Tax
• Income Tax Return Preparation for Sole Proprietorships, Partnerships, LLCs, Corporations, S-Corporations, & Trusts

I would enjoy discussing any of these areas with you. Email or call me to discuss these or any other topics. Let me show you how I can help.

Tax Resolution

Did you receive a notice from the IRS saying you owe money?
Did you file your tax return, but you are not able to pay the full amount of tax that was due?
Are you behind on your payroll tax deposits?
Are your behind on filing your income tax returns?
Are you being audited by the IRS?

If you answered “yes” to any of these questions, you need help, and I can provide that help. I have represented many clients with the same problems. In most cases, when you become my client, you will not have to deal with the IRS. I will do it for you.

I am not one of the national tax solution services, who will promise the moon, take large fees from you, but deliver no results. Unlike those big national firms, where rooms full of “phone salesmen” use high-pressure tactics to lure you into signing contracts for huge fees, I will work with you one-on-one. Together we will evaluate your situation, and I will implement the best plan available to you.

I can assist you with these areas, among others:

• Installment Agreements – you pay your tax owed over time, while being protected from further IRS collection actions
• Offers in Compromise – you pay less than the full amount owed
• Zero-Sum Settlements – you pay nothing (very rare, but it does happen)
• Trust Fund Penalty Reduction – stemming from non-payment of payroll taxes
• Responsible Person Designation – stemming from non-payment of payroll taxes

If you owe the IRS money, you need help. Call or email me today, and let’s discuss it.