Tax and Advisory
Tax strategy for people who run businesses
Tax Planning
Plan before the transaction happens.
Good tax planning happens before the year is over. I help you look ahead, understand your options, and structure business and financial decisions with the tax consequences in mind.
Business structure • Estimated taxes • Transactions • Investments • Year-end planning
Tax Compliance
Get the return right.
Accurate, timely tax preparation is the foundation of a good tax strategy. I prepare individual and business returns while looking for opportunities and issues that should be addressed before the next tax year.
Individuals • Partnerships • S Corporations • Corporations • Real Estate
Real Estate Tax and Advisory
Treat real estate like the operating business it is.
Real estate decisions involve much more than the tax return. I help investors, builders and developers understand the tax, accounting and financial implications of acquiring, developing, operating and selling property.
Investors • Builders • Developers • Landlords • Real Estate Transactions
Business Advisory
Use your numbers to make better decisions.
Sometimes you don't need another report. You need someone who can look at the numbers with you and help answer the question, “What should I do?”
Profitability • Cash flow • Forecasting • Pricing • Financing • Business decisions
Concierge Advisory
Don't wait until tax season.
Your business doesn't operate on a tax-season schedule. Concierge provides ongoing access to tax and financial advice throughout the year, so you can get answers while there's still time to act.
Ongoing Planning • Regular Reviews • Questions • Decision Support • Predictable Fees
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