My comprehensive Individual Services are designed to support both personal and business financial needs.
Additionally, I provide payroll management and QuickBooks consulting to help you better understand your own financial operations and knowledge
Tax Planning
Tax planning goes beyond forecasting what you can annual income taxes will look like. It is key to keeping more of what you earn over time. Beyond tax compliance, I customize tax saving strategies for your financial situation, help with wealth preservation, tax planning for estates, and help you plan for retirement.
Tax Preparation: Corporate & Personal
Whether you are in Nashville, Murfreesboro, Smyrna or outside of Tennessee, I can help you plan for and prepare your yearly taxes. Returns are filed timely and electronically, including federal, state, and local returns for all businesses. I will guide you on the most efficient, secure, and simplified process for your tax returns (business or personal), utilizing the leading income tax preparation software, forms services, and research sites to maximize your tax savings. My goal is to help reduce your tax burden and comply with all levels of tax regulations, so that you can focus on growing your business and saving your hard-earned money.
Individual Taxes
Our Individual Tax Services provide comprehensive support to ensure your tax filing is accurate, timely, and optimized for your financial situation. We offer personalized tax preparation, understanding that everyone’s circumstances are unique. We stay up-to-date with the latest tax regulations to help you maximize deductions and credits, minimizing your tax liability. Whether you need assistance with simple returns or more complex situations, such as investments, rental properties, or self-employment income, we tailor our services to meet your specific needs.
Business Budgeting & Forecasting
As a business matures, many owners find themselves needing specialized skills to effectively plan for the future and ensure the ongoing success of their company. Maybe you want to offer a product or service, but don’t know what the cost is going to be or how to project expected costs down the road. I have the experience, knowledge and research capabilities to help you look ahead and make accurate estimates of future endeavors.
Payroll
This is one of the most complicated and precise functions performed in small businesses. Outsourcing payroll services provides your business with substantial cost savings, confidentiality, security, and confidence that all tax payments and filings are completed on time. This service includes check processing, direct payroll deposits, end of year 1099 filings, and federal and state payroll returns.
Quickbooks Consulting & Training
As a QuickBooks Pro Advisor, I went through rigorous training and have a thorough knowledge of the platform. I fully utilize QuickBooks in helping my clients know how to run and grow their businesses. From the start, I can help in setting up your business, opening up payroll, and consult on your QuickBooks usage based on your unique needs.