Experience
Tax Preparation, Advice
Eight years Tax Preparation and Tax Advisory Services
Four years experience in public accounting as a CPA
Bookkeeping Business Accounting
General Ledger
Account Reconciliations
Financial Statements Preparation and Review
Balance Sheets
Month-End Close
Fixed Assets
Tax Expert Services through TurboTax, Intuit
Use of both online and desktop versions of QuickBooks Pro for Accountants
Prepared individual and small company tax returns including 1040, 1041, 1065, 1120, and 1120s
Proficient use of Turbo Tax Federal and State, QuickBooks Online, and QuickBooks Desktop. Evaluation of client’s prior bookkeeping for compliance to the company’s accounting method. Revision of journal entries and account organization for data preparation prior to preparing company tax returns
Get in touch now and start on the road to financial success. Have us prepare your taxes and help you with tax planning. Finding the right CPA for your personal or organizational needs is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
