I deal with both individual and corporate clients and am pleased to offer some Testimonials kindly provided.
Personal client services include individual tax return preparation, tax planning advice, and financial and estate planning services. Many individual clients are retired and have retirement and investment income. Others have businesses or significant other income to report.
I also provide accounting and tax services for estates and trusts.
Private company services include financial statement compilation, preparation of corporate income tax returns, and coordinating personal and corporate income taxes to achieve best result.
These companies usually have a small number of shareholders and revenues up to $5M.
Over the years, I have worked with private company owner/managers in a broad cross-section of industries including: