Tax Preparation

Jason keeps current on hundreds of changes to the Federal, State and Local tax laws and legislation. He can pass the relevant expertise onto your business and help you create a financial strategy that anticipates and plans for taxes. Instead of coming up with a strategy during the preparation of your annual tax return, Jason will execute your plan as April 15th approaches. He will help you make the most out of this year’s return and set the stage for success for years to come.

TAX PLANNING & PREPARATION

He will walk you through the process to get the required paperwork from your files. If you use Quickbooks, Quicken or another personal accounting software, he can access much of the information we need.

IRS REPRESENTATION

Even if Jason did not prepare your taxes, he can represent you during an audit. Audits can seem daunting, but they don’t need to be. He needs to prepare your case, document your claims and clearly present it to auditors. Jason has many years of experience dealing with federal and state tax agencies. Whenever possible, Jason will try to detect and resolve issues that could trigger an audit. If an audit can’t be avoided, he can usher you through the process as swiftly as possible.

ESTATE & TRUST TAX PREPARATION

If you have a family or own a business, you should hire a qualified attorney to draft a detailed estate plan and then regularly update it. This includes the transfer or sale of your business and the distribution of your belongings and financial assets. As your CPA, he can counsel you and your attorney during the drafting or update of your estate plan. After your death, we can ensure that financial aspects of the will are implemented and that your heirs are not exposed to undue tax obligation.

Business Consultant

When you have big decisions to make about investing in new equipment, expanding your workforce, restructuring your business or preparing it for sale or a merger, give Jason a call to discuss your options and potential strategies. The following is just a few of the areas in which Jason can provide consulting services:

MANAGEMENT ADVISORY SERVICES

Business owners have a lot on their plate, from practicing their trade to managing employees, clients, sales daily operations and bookkeeping; time to focus on finances is limited. Jason can help your company’s management team make smart investment decisions, develop long-term objectives and set specific strategies to facilitate steady, sustainable, long-term growth and success.

PENSION & PROFIT SHARING PLANS

What type of pension plan will best serve the retirement needs of you and your employees? Jason can help you weigh the pros and cons of investing in SEP, 401k and other financial incentives to help your business recruit and retain talented employees.

BUSINESS ENTITY SELECTION

Choosing the best form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding positive or negative tax implications. The formation you had when you opened shop might not be the best structure to meet your needs today. At each “life stage” of your business, Jason can help you evaluate the pros, cons, implications and obligations of each entity type.

Individual & Family Consultation

FINANCIAL PLANNING

When your life changes, your financial plan should too. In the past year, did your income change? Did you make a major purchase, get married, have children, get divorced, receive an inheritance, go on disability or relocate? All of these life changes – and many more – can affect your tax liability and financial strategy. Some changes you can plan for. Others you anticipate. The rest you react to. That’s where we come in. A properly structured financial plan enables you to face any financial challenge or opportunity that may present itself at every twist and turn in your life.

RETIREMENT PLANNING

Is your financial plan on track to help you live independently when you retire? As your CPA, his job isn’t to help you choose investments; he is here to help you better understand your investments, your financial options and potential strategies. Jason acts as an impartial 3rd party voice to help you weigh pros and cons and make wise decisions.

DEBT AND FINANCING SERVICES

Jason can look at your FICO Score and provide strategies to help you improve it. The better your credit rating, the better rates you can secure for a credit card, home mortgage or auto loan. If you’re in debt, Jason can discuss your current cash flow and spending habits to better help you create a path to solvency.

Bookkeeping Services

Bookkeeping Services For Companies on the Grow

Many small businesses don’t go out of business because of the quality of service or product, they go under due to poor financial management. Common problems include missed payments on bank loans, missteps with tax reporting and payments, and missed opportunities to effectively manage cash flow. Improper bookkeeping also creates headaches and unnecessary expenses at tax time when your CPA tries to prepare your returns from unorganized files.

Jason is are proficient on QuickBooks Pro, Freshbooks, Xero, Wave and other accounting platforms. He can recommend a platform that would work best for you and train your employees to use it.