Tax & Accounting Services
Deborah maintains a full understanding of the latest tax codes to consult with her clients throughout the year. This allows for proactive tax planning. From establishing a tax reduction strategy to tax returns you can trust, Deborah effectively handles any tax situation and minimizes your tax liability. Deborah is a Certified Public Accountant and will prepare Financial Statements for any of your financing or management needs.
- INDIVIDUAL TAX PREPARATION AND PLANNING
Consulting Services are available to help with financial decisions that impact both your current and future tax situation. Controlling your tax liability directly affects your monthly cash flow. Ensuring that proper tax deductions are taken and retirement plan contributions are made, saves money on taxes while providing for your future.
- CORPORATE TAXES
Deborah provides both start-up and on-going tax advice. Proper business operations can significantly reduce your tax liabilities. Bookkeeping services are offered to provide you with an effective management tool and reduce your tax season stress. Deborah works closely with her in-house bookkeeper or your bookkeeper, so that her preparation of your tax return is streamlined.
- TRUST TAX RETURN PLANNING AND PREPARATION
Proper planning and preparation can ensure the least overall tax liability. Trusts are becoming more popular and planning is essential to minimize your tax liability and maximize the transfer of wealth. You can depend on Deborah to read the trust document, help you comply with the terms of the trust and plan for the most favorable tax preparation.
- GIFT AND ESTATE TAX RETURNS
Deborah works closely with local attorneys regarding wealth transfer strategies. She consults with, and refers attorneys to effectively handle all legal issues for her clients. The preparation of the estate and gift tax returns is handled by Deborah.