With over 30 years experience, I specialize in:
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.
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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.
Budgets are a good tool to watch your companies finances during the year.Learn More
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.Learn More
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.Learn More
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.Learn More
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.Learn More
Historical cash flows as well as projections. For ordinary business activities, special projects and different business scenarios.Learn More
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?Learn More
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.Learn More
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.Learn More
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.Learn More
Full service Financial Planning for future goals.Learn More
Establishing the proper value of a small business.Learn More