2 We can make an online-portal to allow you to securely upload your accounting and tax documents. I've been specializing in accounting, payroll and tax since 1989. In addition to being a Certified Public Accountant, I have 16 years of hands-on experience as a CFO and VP of Finance. From this work I have obtained the skills and knowledge necessary to handle your accounting and tax needs.
I'm ready to tackle your challenges and begin my role as your trusted tax preparer and accountant.
I'm ready to tackle your challenges and begin my role as your trusted tax preparer and accountant.
Services
As tax time approaches, you are faced with filing anywhere from a single form to an entire booklet's worth. How many forms are involved depends on your financial dealings for the prior year. Whether you find filing them to be easy or difficult depends partly on how many times you've done the same types of filings before, how detailed your financial landscape is, how long it takes you, and your general aptitude for numbers and legalities.
Unlike other types of expenses, payroll involves many factors other than the raw amount paid. If there are mistakes in filing at the local, state, or federal level, large fines can be levied. This makes it especially important that everything is done right - not only in paying your employees, but in classifying them correctly and paying the employer's share of their taxes and insurance coverages.
When the opportunity to make a large investment or sell a substantial asset arises, it's easy to think about the big picture. However, it's also easy for such quick calculations to end up being disappointingly incorrect. What causes these problems? Often, the biggest problem is a failure to properly account for how the transaction will affect taxes.
Once your finances have a certain amount of complexity, it's a good idea to go ahead and retain a personal tax accountant. Which level of complexity this is depends partly on you, and partly on the type of income and investments you're dealing with. Some assets are notorious for being more complex than others.
