Business Details
36 Years
experience
Trusted Tax Solutions by SBA Taxes
With nearly four decades of experience in private industry and independent practice since 1990, I specialize in providing comprehensive tax and financial consulting services. As an Enrolled Agent recognized by the IRS, I offer expertise in tax planning, IRS audit representation, and strategic financial guidance tailored to small and medium business owners. My approach focuses on minimizing tax liabilities through proactive compliance while acting as a strategic financial partner akin to a Chief Financial Officer for clients. Leveraging extensive knowledge of evolving tax regulations and practical business operations, I help clients optimize their financial outcomes. My work has been featured through recurring appearances as a tax expert on local television during tax seasons.By maintaining a client-centric focus, I ensure personalized service that prioritizes transparency, accuracy, and long-term financial success. The practice emphasizes efficiency in processing tax returns through electronic filing systems while maintaining rigorous attention to detail in documentation requirements. Clients benefit from customized strategies that align with both current tax laws and individual business objectives. Continuous professional development ensures up-to-date expertise in tax code changes affecting small businesses. The practice remains committed to ethical standards and practical solutions that address the complex financial challenges faced by entrepreneurs.
Services
Tax Preparation
IRS Audit Defense
Financial Consulting
Bookkeeping Services
Tax Planning
Details
- Year established: 1990
Highlights and features
- 39 years of combined industry and private practice experience
- IRS-recognized Enrolled Agent designation for tax expertise
- Proactive tax planning to maximize legal deductions
- Personalized CFO-like financial guidance for businesses
- Proven track record with IRS audit representation
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
Comprehensive preparation of individual and business tax returns using electronic filing systems to ensure accuracy and expedited processing. Services include review of all income sources, deductions, and credits applicable to each client's situation. Our process ensures compliance with current tax regulations while optimizing refund outcomes through proper documentation.
IRS Audit Defense
Specialized representation during IRS audits with proven strategies for resolving tax disputes. We prepare documentation packages and communicate directly with tax authorities on your behalf. Our approach focuses on minimizing potential liabilities while ensuring proper adherence to tax code requirements during examination processes.
Financial Consulting
Strategic financial guidance tailored to small business needs, including cash flow management and tax-efficient business operations. Services help business owners make informed decisions about financial planning and regulatory compliance. We provide ongoing advisory support to maintain optimal financial health throughout the year.
Bookkeeping Services
Systematic tracking and organization of financial transactions for accurate business reporting. Our bookkeeping ensures proper categorization of income and expenses to support tax preparation and business decision-making. Services include reconciliation of accounts and preparation of financial statements.
Tax Planning
Proactive year-round planning to minimize tax liabilities through legal deductions and credits. We analyze business operations to identify tax-saving opportunities and implement strategies that align with long-term financial goals. Services include quarterly tax projections and entity structure optimization.
People
SBA Taxes
Enrolled Agent
Certified tax expert with 39 years of experience in private practice, specializing in IRS audit defense and strategic tax planning for small businesses. Recognized as a trusted advisor through recurring television appearances during tax seasons.
Questions
What tax services do you offer?
We provide comprehensive tax preparation, IRS audit representation, financial consulting, bookkeeping, and strategic tax planning services for small to medium businesses.
How can I speed up my tax refund?
File electronically and elect direct deposit for your refund to receive faster processing through the IRS's automated systems.
What documents are needed for tax filing?
Bring all W-2s, 1099s, prior year returns, identification documents, business expense records, and any IRS correspondence for efficient processing.
Are you available during tax season?
We recommend scheduling appointments early as January 21, 2025 marks the start of our 2024 tax season preparation period.
What makes you different from other tax professionals?
As an IRS-recognized Enrolled Agent with 39 years of experience, I combine CFO-level strategic guidance with specialized tax expertise.
How do you handle IRS audit situations?
We provide expert representation during IRS audits, leveraging our specialized Enrolled Agent status to protect client interests and resolve matters efficiently.
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