PROFESSIONAL SERVICES
TAX COMPLIANCE

· INDIVIDUAL TAX COMPLIANCE:

In addition to normal tax preparation, proper year-end planning strategies afford minimization of individual taxes for clients.

· BUSINESS TAX COMPLIANCE:

Whether your small business is a Corporation, “S” Corporation, or Partnership/L.L.C., complying with federal, state and local taxing authorities is my foremost concern.

Additionally, since I also prepare a majority of our corporate shareholders individual tax returns, I am able to properly plan and implement year-end tax strategies at the corporate level to effectively minimize corporate and individual taxes.

· FIDUCIARY TAX COMPLIANCE:

Many clients have implemented estate tax strategies and as a result I prepare Complex, Simple and Grantor Trust Tax Returns.

QUICKBOOKS PRO ACCOUNTING

· QUICKBOOKS PRO ACCOUNTING (SET UP, TRAINING & MONITORING):

If you are just starting your business and you desire to handle the accounting yourself, there’s no better time than at the beginning to properly utilize QuickBooks Pro. I can install and train you or your bookkeeper in the proper handling of all financial transactions and tailor QuickBooks Pro to your business needs.

Additionally, I can provide monthly or quarterly monitoring services of your QuickBooks Pro file to ensure the financial transactions are being recorded properly.

· QUICKBOOKS PRO PROBLEM SOLVING:

Have you been running your business for a while and still don’t know if you are using QuickBooks Pro effectively?

Did your accountant recommend QuickBooks Pro and you purchased the program and received no support in setting it up correctly from your trusted professional?

Are you having a difficult time properly recording NON-Cash transactions in QuickBooks Pro?

Do you have NEGATIVE accounts receivable and NO sales recorded?

Well, these are just a sample of the many comments I receive when a prospective client contacts me after they can’t make any sense from their company’s QuickBooks Pro balance sheet and profit and loss statement.

I have successfully “cleaned up” many QuickBooks Pro files while still utilizing much of the original transactions, thereby avoiding the temptation to “just start a new file”. Let me come to your office and give you a free consultation and estimate to “clean up” your QuickBooks Pro file.

· IN HOUSE BOOKKEEPING:

If you are a busy entrepreneur, I can alleviate some of your stress by handling your bookkeeping for your emerging company on a monthly or quarterly basis at my office utilizing QuickBooks Pro. Because I am using QuickBooks Pro, at any time you can make the change to doing your own accounting and still have the benefit of having a history of your transactions.

CONDOMINIUM, HOMEOWNER & COMMUNITY ASSOCIATIONS

· AUDITS:

I currently provide annual audit services to over approximately 40 condominium, homeowner and community associations in South Jersey ranging in size from 20 members to over 1000 members. Typically, the By-Laws of an association mandate an annual audit be performed. These audits generally are performed at the management company’s offices.

Additionally, in conjunction with the audit, if requested, I will attend one meeting with the Association’s board of directors to discuss the audit.

Also, after the audit is complete and approved by the board of directors, I prepare the federal tax filings.

· MANAGEMENT COMPANY TRANSITION:

Are you an Association looking to switch management company’s?

Are you concerned that there is a possibility that your financial records will be mishandled from your predecessor management company to your new management company?

If you engage me, I can ensure a smooth transfer of financial records between predecessor and successor management company’s.

· ASSOCIATIONS’ REPRESENTED (click here to view)