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OUR SERVICES AT A GLANCE

TAX MANAGEMENT

No matter what sort of challenge you are facing, I simplify complicated issues and use the knowledge gained through more than 30 years as a CPA to protect your assets and interests.

IRS PROBLEMS

My firm takes a comprehensive approach to the IRS to make sure that no important items are overlooked.

Mergers, Acquisitions, and Sales

A popular choice for many families is a revocable living trust, which allows the creator to maintain access to their assets throughout their lifetime and then pass them immediately to named beneficiaries upon death.

Reviews and Compilation

As the cornerstone of a comprehensive estate plan, your will is a crucial document no matter how you wish to allocate your assets. I will make sure that all legal standards are met and that your directions are clearly stated.

QuickBooks Help

Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control.

Financial Projections

You might also wish to leave what some people refer to as an “ethical will,” which does not have a legal effect but gives you a chance to leave a meaningful final message.

ADDITIONAL SERVICES

Our services are backed by over twenty years of experience.

FILING & NOTICATION

My firm can prepare this filing and assist with the letters that must be sent to the named will beneficiaries.

LOCATING ASSETS

I have the professional background and experience to locate the decedent’s property, even when it is difficult to find and bring into the estate.

CPA-Roswell-GA
ACCOUNTING & EXPENSES

While an estate is being probated, its financial obligations must be met, including the payment of taxes. As a certified public accountant, I am highly qualified to handle these tasks.

ESTATE DISTRIBUTION

Once all of the decedent’s property has been gathered and the estate’s expenses have been paid, my firm distributes each item according to the terms of the will. At the end of this process, I file a Petition of Discharge with the court.