Services

Tax Preparation

 

I will prepare your business or individual tax return effectively and efficiently all while doing everything that is possible and ethical to minimize your tax liability.

Tax Research

 

I have completed over 20 tax research memos with topics as varied as analyzing the application of IRC § 351 to various funding transactions of a corporation to the multi-year, multi-jurisdictional tax implications to a Partnership and a Partner who gave up his green card and moved out of the country. Whether it be a very technical memo written to the permanent file of a corporation or a memo written in more understandable language for the average person, it is something I excel in and really enjoy doing.

Consulting

 

I am able to provide expert advice in the areas of federal and California tax law for business entities and individuals.

Bookkeeping

 

I will custom tailor a solution to fit your specific small business needs utilizing state-of-the-art accounting software.