Individual Taxes – Form 1040
I have over 20 years of experience preparing individual tax returns. My practice is geared toward clients who are comfortable working in the digital age. I use Intuit Link, and Citrix ShareFile to protect your data. I use e-signature and am authorized by the IRS to originate and file electronic returns. I am more than happy to meet with you in person, and I take appointments at one of two executive suites hosted by intelligent office. My main location is on the 16th floor of the 5151 building on Broadway (at Rosemont). The Oro Valley office is at 1846 E Innovation Park Drive at Tangerine and Oracle – across from the Hospital. Please note, beginning in May 2023, I will be transitioning to a completely virtual and online approach.
Contollership Services
This service is sometimes called ‘CFO as you grow.’ I can fill the role of a controller or chief financial officer, performing hands work such as monthly bank reconciliations and QuickBooks support, or helping you prepare a budget or implement internal controls to deter fraud. I have significant experience in mergers and acquisitions and, if you are planning on selling your business, I can help you prepare for due diligence and the tasks that lie ahead.
Business Taxes – Form 1120, 1120S, 1065
My practice focuses on small businesses and the folks who own them. Since most businesses are formed as pass-through entities, knowledge and experience with the interplay of business and individual taxation are key to long-term success. Issues such as the choice of entity, retirement plan, employee benefits, and succession planning for a closely-held business require a trusted adviser. I will share my knowledge, experience, and contacts to help you grow and prosper. I will always have time for the sole-practitioner Schedule-C filer, so don’t think you are too small to call me.
Values
Knowledge – Ours is a knowledge-based business. Hold tight to a life-long love of learning.
Integrity – Speak honestly and plainly. Take care with our promises and honor those we make.
Professionalism – Treat everyone with respect. Remain objective, but advocate with skill for all clients.
Courage – Recognize the fear of change. Do not give courage a back seat to discomfort.
Kindness – Care for the less fortunate. We do not know the burdens others carry just by looking.
If you need help….
I hope to hear from you soon! Please call me at the office or leave me your information on the contact form. I’ll be with you as soon as I can.
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