Our Services
Comprehensive financial solutions tailored to your needs. We are dedicated to providing expert guidance and support to help you achieve your financial goals.
Personal Taxes - Planning & Filing
Tax season doesn't have to be stressful. Our comprehensive personal tax services ensure you maximize deductions, minimize liability, and stay compliant with all federal and state requirements. We take a proactive approach to tax planning that goes far beyond simple preparation.
What We Offer:
- ✓Individual Tax Return Preparation: Federal and state returns for all filing statuses
- ✓Tax Planning & Strategy: Year-round planning to minimize your tax burden
- ✓Deduction Optimization: Comprehensive review to find every eligible deduction
- ✓Quarterly Estimated Payments: Calculation and planning for self-employed individuals
- ✓Amended Returns: Corrections and updates to previously filed returns
- ✓Multi-State Tax Filing: Complex returns for clients with income in multiple states
- ✓Investment & Capital Gains: Strategic planning for investment income and sales
- ✓Retirement Planning: Tax-efficient strategies for 401(k), IRA, and other accounts
Personal Financial Planning
Build a secure financial future with our comprehensive wealth management and financial planning services. We work with you to create personalized strategies that align with your life goals, risk tolerance, and timeline. Our holistic approach ensures every aspect of your financial life works together harmoniously.
Our Planning Services Include:
- ✓Retirement Planning: 401(k), IRA, Roth IRA, and pension optimization strategies
- ✓Investment Portfolio Analysis: Risk assessment and diversification strategies
- ✓College Funding: 529 plans, education savings accounts, and funding strategies
- ✓Insurance Review: Life, disability, and long-term care insurance analysis
- ✓Estate Planning Coordination: Working with attorneys on wills, trusts, and beneficiaries
- ✓Cash Flow Management: Budgeting, debt reduction, and emergency fund planning
- ✓Tax-Efficient Investing: Strategies to minimize investment-related taxes
- ✓Financial Goal Setting: Clear roadmaps for major life purchases and milestones
Business Taxes - Planning & Filing
Navigate complex business tax regulations with confidence. Our business tax services cover everything from startup formation to ongoing compliance for established enterprises. We provide strategic tax planning that helps minimize your business tax burden while ensuring full compliance with all regulations.
Business Tax Services:
- ✓Corporate Tax Returns: C-Corp, S-Corp, LLC, and Partnership returns
- ✓Multi-State Tax Compliance: Complex filing requirements across multiple jurisdictions
- ✓Sales Tax Management: Registration, filing, and compliance across states
- ✓Payroll Tax Services: Federal and state payroll tax compliance and filing
- ✓Tax Planning & Strategy: Year-round planning to optimize tax position
- ✓Entity Selection: Guidance on choosing the right business structure
- ✓R&D Tax Credits: Identification and claiming of research and development credits
- ✓Tax Credit Analysis: Maximizing available federal and state tax credits
Business Services
Focus on growing your business while we handle the financial complexities. Our comprehensive business services provide the foundation for informed decision-making and sustainable growth. From day-to-day bookkeeping to strategic CFO-level advisory, we're your complete financial partner.
Complete Business Solutions:
- ✓Full-Service Bookkeeping: Daily transaction recording and account reconciliation
- ✓Financial Statement Preparation: Monthly, quarterly, and annual financial reporting
- ✓Payroll Processing: Complete payroll management including direct deposit and tax filings
- ✓QuickBooks Setup & Training: Implementation, customization, and ongoing support
- ✓Cash Flow Management: Forecasting and optimization strategies
- ✓Business Formation: Entity setup, EIN acquisition, and initial compliance
- ✓Part-Time CFO Services: Strategic financial guidance and analysis
- ✓Business Valuation: Professional valuation for sales, partnerships, or planning
Talk to Joe — your trusted expert CPA!
Let my 30+ years of wisdom and expertise work to maximize your tax benefits and secure your financial future. Book a free consultation with me to discuss your needs and goals so you can decide what's best for you.