Personal Tax and Accounting Services
Whether your tax needs are relatively simple or more complex, I can help you maximize your deductions and prepare your taxes to make sure that you don’t pay any more than required by law. My services include:
- Federal Income Tax Returns
- State Tax Returns
- Personal Financial Statements (e.g., required by lenders, etc.)
- Tax Planning and Estimates
- Sole Proprietor Business (Sch C)
- Rental Properties
- IRA, Roth IRA and SEP retirement plan guidance
- IRS Audit Representation
Business Tax and Accounting Services
In my 30+ years of experience with both small and large businesses, there is almost nothing that I haven’t seen and dealt with. Put my experience to work, so that you can focus on what’s most important-- running your business.
- Bookkeeping for Small and Medium Businesses
- Federal Taxes
- Corporate Tax (S-Corp, C-Corp)
- Partnership Tax (1065)
- Sole Proprietor (Sch C)
- Limited Liability Company (LLC)
- State Taxes
- State Income Tax
- TX Sales Tax
- TX Liquor Tax
- Franchise Taxes
- Personal Property Tax Renditions
- Entity Setup / Incorporation
- Inventory Management
- General Ledger Setup
- Quickbooks Training
- Payroll Processing
- 1099s and W-2s
- IRS and State Audit Representation
- Sale of a Business
Not-For-Profit Services
Having worked 4 years as Controller of a not-for-profit as well has having served on the Board of Directors for several local charities, I have a unique perspective on financial and accounting issues encountered by charitable organizations.
- Obtain 501(c) (3) Tax-Exempt Status with IRS (Form 1023)
- Specialized Bookkeeping issues for organizations
- Form 990 Preparation
- 1099s and W-2s
