Experienced CPA and return preparer for individuals, corporations and other entities. Income tax, estate and gift tax and related matters. Federal and state tax returns. Returns for exempt organizations, private foundations and the like.
individualized accounting and tax services for individuals, families, and a wide range of entities. Clients may need help organizing their information not only for purposes of tax and other filings but also planning their states, obtaining mortgages and other forms financings. Advice with respect to banking and insurance matters. Preparation of personal balance sheets. While I may help clients manage their accounts, I do not deal with funds or other assets. US and non-US individuals use my services to oversee and account for US properties, including US companies.