Are you an individual thinking:
  • I pay too much in taxes
  • What happens if I sell my house?
  • How much do I need to retire?
  • If I sell this investment, how much will I owe?
  • When can I contribute to an Individual Retirement Account?
  • How can I pass assets to my children?
Are you a small business owner thinking:
  • How can I increase my cash flow?
  • Our taxes are too high?
  • Where are my profits?
  • My collection management is too slow
  • How do I finance new equipment?
  • What is my business worth?
  • How can I pass my business to my children?

 

 

 

For a Free
Consultation and Estimate Please Call

(423) 648-8272

You will find my approach unique in dealing with these issues. As a former controller and business manager for small businesses, I understand how to balance your business’ growth and cash flow needs. I know the financial problems and tax situations that occur in small businesses and have a track record in solving them. As a certified public accountant, I will serve you as your business and financial guide in order to help you minimize your taxes and maximize your growth opportunities while satisfying your record keeping and report filing requirements.

Our professional relationship begins with an in-depth review of your operations. I can then tailor an accounting system to meet your business needs. A smooth and accurate flow of accounting data is the key to detailed financial statements. These statements enable you to make informed decisions concerning your business and its operations.

A free initial consultation for all small businesses is available. My goal is to help you operate your business free from the worry of taxes and accounting, allowing you to focus on what you do best. If you would like to minimize your tax liability while maximizing your cash flow, please contact me at (423) 648-8272. I look forward to serving you.

Income Tax Preparation By a Certified Public Accountant

Tax services offered to individuals include:

  • 10% discount for senior citizens and families of active military personnel
  • Professional Service Warranty which guarantees you the largest refund possible with the lowest tax liability or my services are free
  • Free personalized financial and tax evaluation with recommendations for tax savings strategies
  • Tax planning and preparation during a purchase or sale of a business
  • Free examination of any prior year's tax returns filed to determine if you may have paid too much and are entitled to a refund
  • Representation during IRS audits and collection problems
  • Preparation of back years’ tax returns
  • In depth personal conference and quality personal attention
  • Review of retirement plan
  • Appointments are available on weeknights and weekends

You will not be meeting with someone who does tax work 3 months each year to supplement their income. You will meet with a Certified Public Accountant with over 20 years experience in serving his clients. I will be available year-round for your questions.

My goal is to help individuals reduce their current tax burden while planning and saving for the future. Please call for a free initial consultation to see if your tax liability can be reduced.


 

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