What I do

Financial Record Keeping:
- Accurate and organized recording of financial transactions, including income, expenses, assets, and liabilities.
Accounts Payable Management:
- Timely and accurate processing of vendor invoices, bill payments, and management of payment schedules.
Accounts Receivable Management:
- Efficient tracking of customer invoices, follow-ups on payments, and recording revenue as it’s received.
Bank Reconciliations:
- Regular reconciliation of bank statements with financial records to ensure accuracy and identify discrepancies.
Expense Tracking:
- Monitoring and categorizing business expenses to analyze spending patterns and aid in budgeting decisions.
Financial Reporting:
- Preparation of financial statements, balance sheets, income statements, and cash flow statements for a clear financial overview.
Tax Documentation Preparation:
- Compiling and organizing necessary financial records for tax preparation and filing, collaborating with tax professional

Individual Tax Preparation:
- Accurate and thorough preparation of personal tax returns, ensuring compliance with tax laws and regulations.
Small Business Tax Services:
- Tax preparation and planning tailored to the specific needs of small businesses to maximize tax efficiency and minimize liabilities.
Self-Employed and Freelancer Tax Filing:
- Specialized tax assistance and guidance for self-employed individuals, freelancers, and gig economy workers to optimize deductions and minimize tax burdens.
Tax Credits and Deductions Maximization:
- Identifying eligible tax credits and deductions to minimize tax liability and maximize potential refunds for clients.
State and Local Tax (SALT) Services:
- Addressing state and local tax obligations, including preparation and filing of state and local tax returns, compliance, and advisory services.
Non-Profit Organization Tax Services:
- Assisting non-profit organizations with tax compliance, exemption applications, and navigating unique tax regulations applicable to them.
Tax Return Reviews and Amendments:
- Reviewing previously filed tax returns to identify errors or missed opportunities and making necessary amendments for potential refunds or corrections.