Welcome! Talk to our experts today.

With over 30 years experience, I specialize in:

  • Tax return filing and tax planning for individuals and small businesses
  • Bookkeeping and financial statements for small businesses
  • Corporate  & Partnership tax return filing
  • Nonprofit & Trust tax return filings
  • US Tax Returns for International Individuals and Entities


Office Phone (585) 248-8884 or Cell Phone (585) 314-8323

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

Our Services

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Consulting

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Budgets

Budgets are a good tool to watch your companies finances during the year.

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Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients. Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

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Business Tax Returns & Planning

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1000's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients. With today's mobility of people and investments, I can prepare state returns for any state needed.

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Controller/Chief Financial Officer

Need a little more than a tax return or financial statement. My Controller/Chief Financial Officer services adds additional financial tools to help you make your business decisions.Use this firm as a sounding board for ideas and decisions.

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Individuals Returns & Planning

Tax returns and filing instructions have been prepared for 100's of individual clients each year. A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. With today's mobility of people and investments, I can prepare state returns for any state needed.

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Cash Flows

Historical cash flows as well as projections. For ordinary business activities, special projects and different business scenarios.

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services. Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Are you buying or selling a home? Refinancing the Home? Buying Rental Property?Thinking of Retiring? Getting Married? Divorced? Giving to Charity? Selling Stocks/investments?Starting a business? Buying a business? Have kids getting ready for college?

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New Business Consulting & Setup

If you have started a new business and have questions you may want to call for an appointment to sit down and discuss them. Which form of business is best for your situation? Do you need a DBA? Have any how to questions? Sales tax questions? You should write them down and bring them in we can discuss what is best your business.

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Bookkeeping

Complete bookkeeping services for small businesses. Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

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Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

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Financial Planning

Full service Financial Planning for future goals.

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Business Valuations

Establishing the proper value of a small business.

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NEWSLETTERS

October 2019

Autumn's in full swing, meaning it's time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you’ll see this 2019 tax season, as well as the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay. You can also brush up on your rights if a bill collector ever harasses you.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

September 2019

Welcome, fall! Pumpkin spice lattes aren't the only thing you should be focusing on this season. For instance, do you know what to do if you receive an IRS letter in the mail? In this issue, you’ll find tips about handling this situation. There’s also advice for business owners about selecting the right employee health insurance, plus a list of ways to help older adults avoid scams. And a few key reasons why you should never skip the fine print when agreeing to terms and conditions.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

August 2019

Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you've had, or will have, any special taxable events this year. The first article highlights five taxable items that come as a surprise to many people. This month's newsletter also includes spending traps to avoid when headed to the fair, ways to manage the burden of student loan debt, and cash flow strategies that can save your business.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

July 2019

Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax planning. This issue also includes some unique and free summer travel destinations, an infographic with key IRS audit information, and five steps to help your business set the right salaries for your employees.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

June 2019

Summertime offers unique tax saving situations. Outlined here are five ideas everyone can use. Plus, this issue includes ideas to help you unplug from your electronics and discusses possible payroll fraud schemes. Finally, spend a minute reviewing the wisdom of asking for help should you be contacted by the IRS.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more