I can work with clients electronically using video conferencing, electronic signatures, and electronic web portals to share documents.  Traditional mail and faxes also work well.  You can even use your cell phone to take pictures of your documents and upload them to the web portal! You can also schedule an appointment in my office. I will be happy to provide a quote upfront.

For businesses I am able to provide tax, bookkeeping, and consulting services as well as financial statement preparation. As can happen sometimes when utilizing accountants, the books may not be correct until the accountants come in to adjust things. I try to train and set up the bookkeeper to help enter the data better the first time around so it is more useful and timely.  If necessary I can also come in for data entry.

I have noticed that many tax preparers do not fix balance sheet problems before preparing a tax return for a business.  This leads to many missed deductions, double counted income, and many other problems.  I routinely fix errors before I prepare a tax return which can lead to more accurate returns as well as better information that can be used to make business decisions.

Please feel free to call for a quote and also if you have any questions!

Thank you!