Services
As a sole practitioner, my clients benefit from receiving personalized, quality service and access to their CPA throughout the year. My firm offers a wide range of services to both individual and business clients. As the service listing 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 that I provide, I would be pleased to refer you to another qualified professional.
Business Management Advice
Accounting Services
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Financial statement preparation
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Financial statement and financial ratio analysis
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Financial statement benchmarking
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Traditional accounting and bookkeeping
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Accounting software selection and implementation
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Quickbooks support
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Personal financial statement preparation
Strategic Tax Planning and Preparation
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Business and individual strategic tax planning
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1031 tax deferred exchange planning
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Gift tax planning & return preparation
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Georgia tax credit applications
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Representation before the IRS or Georgia for audits or notices
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Individual tax returns:
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Annual
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Multi-state
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Amended
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Net Operating Loss carry backs
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Business tax returns:
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Multi-state
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Amended
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S-Corporation
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C- Corporation
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Limited Liability Company
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Partnerships
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Trusts
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Estates
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Non Profits
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Sole Proprietors (Schedule C filers)
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Personal property tax
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Sales tax
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Payroll tax
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1099 subcontractor reporting
Other financial solutions coordinated through referrals:
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Audits
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Reviews
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Retirement plan administration
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Business valuations
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Financial planning
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Investment management
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Estate planning
Are you ready to get started? Please click HERE to contact me.
Industry Expertise
- Residential real estate builders, brokers and agents
- Commercial real estate builders, developers and brokers
- Specialty trade contractors
- Property managers
- Retail
- Hospitality & restaurants
- Healthcare practices
- Insurance brokers and agents
- Manufacturing & distribution
- Professional services
- Personal services
- Non profits
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