Client Services

My firm is dedicated to serving business owners and individuals. Prior to opening my practice, I was a partner in a large regional CPA firm for 26 years. There, I served a variety of clients - from small start-ups to large multistate entities - as well as high net worth individuals. I can now bring the benefit of that experience to bear on your own unique situations and issues. My goal is to partner with you throughout the year - not just during tax season - to provide timely advice and action.

 Below, I have listed the services that I offer, along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Tax Services


Are you surprised by how much tax you owe each year?  By making effective tax planning part of your overall strategy, you can benefit from my experience to minimize both your current and future tax liabilities. I'll aggressively seek all the deductions you're entitled to claim, as well as provide guidance to maximize your tax saving opportunities.

Tax preparation is provided for all types of entities - individuals, corporations, partnerships, LLC/LLPs, estates, trusts, and not-for-profit organizations. I have the capability to file in all states, and can research your tax issues across most jurisdictions. Electronic tax filing is provided for all individuals at no additional charge. I'll also represent you at tax hearings, and will respond to any tax notices you may receive. 

 

Tax Services for Individuals

  • Income tax preparation
  • Tax planning
  • Filing in every state
  • Tax planning for investments and retirement distributions
  • Representation before the IRS and states
  • Estate planning and compliance

Tax Services for Businesses

  • Tax return preparation, including multi-state filings
  • Business entity selection and registrations
  • Sales tax research and consulting
  • Planning for business sales and acquisitions
  • Nexus analysis and multi-state planning
  • Business sales and liquidations

Estate & Trust Tax Preparation

  • Estate income tax returns
  • Decedent's final tax return
  • Trust tax returns
  • Inheritance tax returns
  • Gift tax returns

Not-for-Profit Services

A special area of expertise is tax considerations for nonprofit organizations. I can work with your organization to identify potential sources of unrelated business income, and devise strategies to reduce or eliminate the related tax. I have also helped a number of organizations to qualify for sales tax exemptions in Pennsylvania, or to obtain Federal 501(c)(3) status.

Consulting Services


With over 30 years' experience in helping businesses and individuals to succeed, I have seen many of the issues you face, and know how to respond. I can help you see both the opportunities and pitfalls ahead.  The following is just a few of the areas in which I provide consulting services:

  • Type of entity selection
  • Lease/buy decisions
  • Buying/selling a business
  • Internal controls improvement
  • Financial & retirement decisions
  • Estate, trust & gift planning
  • Loans and refinancing
  • Due diligence

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax, legal and economic implications. I can assist you to explore the pros and cons of each entity type to help you determine the most advantageous form of business for your company. I can also assist with the necessary business registrations, and partner with your legal advisor to set things up correctly. 

Buying & Selling a Business

Properly structuring the purchase or sale of a business is critical to achieve both tax savings and the desired price. I can help guide you through the acquisition/disposition process by addressing such issues as organic growth versus purchase, tax considerations based on the entity type, sale of assets versus sale of stock, etc. I can also help you evaluate the asking price for the business based on cash flow and other considerations. Should a formal business valuation be needed, I can introduce you to a network of qualified professionals who can provide this service.

Business Succession Planning

Establishing a successful business should include a discussion up front about your exit strategy. Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. I can assist you in developing a transfer strategy to help you optimize tax savings, achieve family estate planning goals, provide a cash flow to you, make the sale affordable for the buyer, and balance conflicting issues.

Personal Financial Planning

Do you have questions about saving for retirement? How about what options you have to pay for college? What are the tax implications of the investment portfolio you've assembled? These and other questions are within the realm of my personal financial planning services. While I do not provide investment services directly (I believe that is best done by someone practicing full time in that profession), I would be pleased to review your investments for performance, suitability to your goals, tax ramifications, and other evaluations.

Retirement Planning

Successful implementation and periodic review of your retirement plan will ensure financial independence during your career and through your retirement years. I can help you evaluate retirement plan options for your business, and help you decide how to maximize your benefits. Closer to retirement, we can discuss your distribution options to avoid tax surprises and make the best choices. I can also help you plan for your spouse or other family members.

Accounting Services


Financial Statements

Should your business needs require it, accountant-prepared financial statements are provided through a network of other CPA firms. I will be your point of contact in all matters, and will direct the financial statement preparation and review on your behalf. I personally recommend the firms I partner with, based on their industry expertise, client relation skills, and fee schedule.

Bookkeeping/Accounting Programs

I partner with other experienced area professionals to provide bookkeeping services and consulting for my business clients. I can help guide you on the financial reporting you may need to make business decisions, track accounts receivable and payable, create financial reports, etc. I then bring in bookkeeping professionals to implement the recommendations, perform the setup, and provide the bookkeeping services. This arrangement gives you the benefit of my guidance, while being carried out under an affordable fee.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I can evaluate your company's financial condition, estimate financing requirements, and track cash flow sources and uses. We can then discuss the need for line of credit or long-term financing, and help you negotiate with lenders. In addition, I can also assist you by developing budgets and forecasts to guide your business.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability, while projections allow you to plan based on "what if" scenarios. From simple projections to complex financial modeling, I can assist you to understand and plan for your future. This includes consideration of working capital, equipment, facility, personnel and financing needs.