Tax and Consulting Services
I provide a full range of professional accounting services including tax preparation, tax planning, bookkeeping, and estate and trust tax services tailored to individuals and small businesses. My focus is on delivering accurate returns, proactive strategies to reduce tax liability, and reliable financial reporting through cloud-based systems.
Whether you are a business owner, an executor of an estate, a real estate investor, or an individual seeking expert guidance, I offer personalized, virtual CPA services that combine convenience with more than 25 years of experience.
Personalized income tax preparation
Sole Proprietor, Partnership, S and C Corp tax return preparation
Estate tax returns (final 1040, 1041, 706 and gift returns)
Multi-state tax returns
Tax Preparation
Quarterly & year-end tax forecasting
Strategic tax timing (income deferral & deduction acceleration planning)
Choosing the right retirement accounts
Favored investment vehicles (real estate, oil and gas, limited partnerships)
Social Security timing strategy
Avoiding IRMAA surprises in retirement
Strategic philanthropy for tax-savvy donors
Individual Tax Planning
Quarterly & year-end tax forecasting
Entity selection & tax impact advisory
Reasonable compensation review & strategy for S-Corps
Strategic tax timing (income deferral & deduction acceleration planning)
Retirement plan design & setup
Business vehicle optimization
Home office deduction analysis
Business Tax Planning
Maximize depreciation with cost segregation
Real estate professional and active status evaluation
Passive activity grouping elections
Installment sale planning
Section 1031 Exchanges, DSTs and real estate partnerships
Strategic tax timing (income deferral & deduction acceleration planning)
Real Estate Investor Tax Planning
Prior year filings
IRS and FTB responses to notices
Tax representation