Small Business Tax & Accounting
About
Experienced CPA who specializes in tax consulting for small businesses and their owners. Also, prepare individual returns; however, if you have a business I can provide you with excellent tax advice to minimize your Federal and State income taxes.
Obtained experience with a "Big 4" firm plus both controller and financial consultant with a progressive organization for tax savings.
Highlights
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Industry
Annual income
Accounting software
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Frequently asked questions
What is your typical process for working with a new customer?
Initial free consultation. Review prior years tax returns to understand the client and their business, if applicable.
Suggest tax saving ideas not being utilized.
What education and/or training do you have that relates to your work?
BS in Accounting. Master of Business courses.
11 years with an International CPA firm.
CFO for large company.
Over twelve years experience preparing business and individual tax returns.
What types of customers have you worked with?
Specialize in small business clients. These are the types of clients that can benefit from my expertise in business.