GENERAL AREAS
- Tax Planning and Preparation for Individuals, Businesses, Trusts and Estates
- Financial Statement Preparation
- Bookkeeping and Payroll Services - Quickbooks Pro Advisor
- Small Business Planning, including Business Formation (Choice of Entity), Strategic Planning, Restructuring and Dissolution
- Financing Assistance, including Loan Proposals, Debt Restructuring and Bank Negotiations
INDUSTRY SPECIALTIES
- Professional and Personal Service Businesses, including physicians, attorneys and other licensed professionals
- Real Estate Development, Brokerage and Construction Services
- Manufacturing Operations
- Hospitality Industries, including Lodging, Food and Beverage, Golf and Ski
- Farming and Agriculture Operations, including Orchards, Vineyards and Winery Operations
- Artists, Writers and Other Creative Pursuits
- Specialist in tax issues associated with the sale or donation of qualified conservation easements.
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