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.