Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

 

Agreed Upon Procedures

Agreed upon procedures engagements do not satisfy any assurance requirements; however, they do permit us to assist you in the assessment of your accounting records and procedures. An agreed-upon-procedures engagement is one in which we are engaged by a client to perform specific procedures and report findings to conform your needs. We do not perform an audit or provide an opinion relating to the subject matter or assertion about the subject matter.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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IRS Tax Debt Resolution

Problems with the IRS can be stressful and confusing for most taxpayers. IRS notices may demand immediate attention but fail to make the next steps clear. I understand complex tax issues and can get through a reasonable and affordable solution that will settle your tax debt.

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Non-for-Profit Organizations

Creation of an organization under state law and the application forms for IRS and Puerto Rico Tax Exempt Status. Annual exempt organization returns, 990 and 480.7(OE) forms, and assistance in how an organization can avoid exposing its tax-exempt status, disclosure requirements, and other ongoing compliance issues.

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QuickBooks Advisory

QuickBooks is a small business accounting software program business use to manage sales and expenses and keep track of daily transactions. The QuickBooks product line includes several solutions that work great for anyone from a solopreneur to a mid-sized business. Since there are several QuickBooks solutions, it’s important you pick the right one.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.

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Tax Incentives Program

If you are planning on doing business in Puerto Rico, information on the tax framework and updates on tax incentives are essential to keep you on the right track. Puerto Rico offers several Acts that provide tax and business incentives to qualifying business operations that decide to establish in Puerto Rico. Qualifying industries such as scientific research and development, manufacturing operations, recycling businesses, high technology, film, agriculture, hospital facilities, hotels, and related tourist activities are eligible for full or partial exemption from income, property, municipal, and other taxes.

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Call today to schedule an appointment!