OUR SERVICES
Tax Compliance
I make tax compliance easy for you. Are you not sure of how the new Tax Cuts and Jobs Act will affect you? Do you want to minimize the amount of taxes you owe? Do you need to file in more than one state? I use up to date software to ensure your return is prepared accurately.
Tax Planning
Do you hate surprises in April? We touch base with you several times a year to ensure that your taxes will all be in order. We look at your withholdings and estimates to help plan your cash flows. We help plan for IRA distributions and contributions to minimize the tax you owe. We will look at whether you should be itemizing or taking the standard deduction to help you determine the timing of your expenses and revenue.
A State and Local Tax Specialist
With over 25 years experience in State and Local tax matters, I can help you with all your state needs including state and local tax filings, state income tax controversies including audit defense, sales tax issue including Wayfair compliance, property tax matters and nexus studies. I received a masters graduate certificate in State and Local Taxation from the University of Wisconsin- Milwaukee. I sit on the MICPA State and Local tax committee.
Small Business Consulting & Compliance
The New Tax Law brought about many changes for a small business. Are you prepared? We can help you navigate the new depreciation rules, the new inventory rules and the new cash to accrual rules. Are you taking full advantage of the Pass-through deduction? Do you have out of state filing requirements because of the recently decided Wayfair Supreme Court Case? Let's help you minimize tax and reduce risks