Caring for your financial health with accuracy and insight
Leveraging our experience and knowledge to help you achieve your goals
Singular focus on service to maximize your success
The primary reason you engage us - peace of mind
My practice as a sole proprietorship focuses on tax matters and planning. My clients consist of closely held small businesses operating as corporations, partnerships, proprietorships and LLC's; tax exempt organizations; and individuals. I operate with a very small staff because I enjoy working directly with my clients and helping them navigate the tax laws as they navigate their individual and business life.
For example, in 2010 I was able to structure the sale of a partnership interest between brothers that provided capital gain treatment to my client rather than the higher ordinary tax rate that would have been applied on depreciation recapture. In another project, I provided a business valuation to three LLC members planning for the future of their very successful business. Perhaps the most satisfying was obtaining an $ 88,000 refund for a business client after a three year appeal process with the IRS.
Since 1994, my clients have benefited from my experience, knowledge, and pragmatism when confronted with tax issues whether complex or routine. My direct involvement gives me the special understanding of each client's needs that results in the best tax planning for the long haul.
My direct involvement also permits them to call me whenever they have a question and want to discuss it with someone with over thirty years experience.
If you find your tax situation is becoming more complex, perhaps you've purchased a rental property, started a business or formed a partnership. Perhaps the increasingly complex and rapidly changing tax law is just to hard to keep up with. I'm available to help. If you need a trusted business advisor who will help you understand the law, grow your business, and help plan your long-range finances, I can assist.
Give me a call me at 315-677-0066 to discuss your tax and accounting needs. I'm always happy to help and your initial consultation is absolutely free.