Areas of Practice
Accounting
I offer monthly accounting service packages at competitive rates for businesses and professionals with fixed monthly fees are based on number of transactions processed. Customized services are also available at hourly rates.
I offer special quarterly service packages for side gigs with low numbers of transactions - please email me for more information
Accounting Clean-Up
Maybe your business or practice got to growing quickly and you didn’t have time to keep your books up to date? I can get them caught up for you. Once they’re up to date, I can start monthly accounting for you so you’ll be ready for the next tax season with less stress. Please email me to set up a consultation.
Tax Returns
I prepare tax returns for individuals as well as businesses (Schedule C, Partnership, S-Corp, C-Corp.
Tax Consulting
Mysterious letter from the IRS or Arizona DOR? I can review the letter and advise you on the steps needed to bring the matter to resolution (including meeting with the IRS or ADOR at their offices here in Metro Phoenix).
Tax Planning (Business)
The various business entity structures (proprietorship, partnership, and the different types of corporations) offer different tax advantages (and sometimes disadvantages). As your business grows, we may find it advantageous to change structure. Email me to set up a consultation to see which is best for your business.
The State of Arizona makes available different tax credits for approved charitable organizations. These reduce your state income tax liability dollar- for-dollar. Email me for more information.
Tax Planning (Personal)
Starting or acquiring a business can be a time of excitement about realizing a dream, but can also a time when many questions come to mind such as:
What type of business entity would be best for me to use?
Which version of QuickBooks should I use?
How do I get an Employer ID Number from the IRS?
How do I register with the State of Arizona?
I can assist with these questions.