Services
Accounting:
- Review of client prepared financials
- Provide QuickBooks consulting, support and bookkeeping
- Payroll oversite
- Provide CFO/Controller function for small businesses
- Business start-up assistance
Tax:
- Tax planning strategies
- Tax preparation for Individual, LLC, Partnership, C and S Corporations, Trusts, Gift returns
- Tax representation to assist in audits and notices
- Business entity selection strategies
- Payroll tax preparation and assistance
- Sales tax preparation and assistance
Consulting:
- Strategist and sounding board for small businesses
- Advise clients in bank negotiations
- Business cashflow and profitability
- On-going business consulting
What does "Personal Service/Sound Advice" mean for you?
Clients should expect nothing less than the best level of service. With over 30 years of financial experience, Pat has helped clients ease the burden of tax compliance and provided sound financial advice to minimize their overall tax liability and instill peace of mind.
