Services

Tax Services

Individual Tax Returns: The main service I provide is preparing and filing individual federal and state tax returns. I have experience preparing a high-volume of tax returns, and preparing complicated returns that require multi-state filings, filing Schedules A-E, and in-depth research of the Internal Revenue Code.

As a licensed CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), and Enrolled Agent (EA), I prepare and review all tax returns. Tax preparation work is not contracted out to India, nor does an inexperienced tax "expert" or staff accountant prepare returns at Cat in a Tree. In addition, I will respond to any notices and correspondence from the Internal Revenue Service (IRS) or state agencies regarding tax returns.

Other Tax Services: I'm open to preparing other types of tax returns. I have experience preparing tax returns for business entities, non-profits, trust and estates, payroll, and sales tax.

I'm also available to represent tax payers regarding tax issues/controversy and audits involving the IRS or state agencies. I can handle all communications with taxing authorities on behalf of tax payers, and I have experience reviewing documents and researching complicated tax matters.

Personal/Family Accountant

Imagine having all your financial and accounting needs organized and handled by your own Personal/Family Accountant. This service is intended for busy, high-net-worth individuals/families who do not have the time or skill to manage their financial affairs. This service is highly customizable, but can include the following services:

  • Reconciliation of financial accounts
  • Prepare and maintain personal financial statements
  • Bill payment
  • Personal and small business bookkeeping
  • Preparing and filing tax returns
  • Budgeting, saving, spending, and cash flow analysis
  • Fiduciary/liaison between other professionals, i.e., lawyers, investment managers, real estate agents, vendors, etc.