Your Trusted Enrolled Agent
Professional Tax and Accounting Services
I am detail-oriented and enjoy delving into the continually changing nature of tax laws. I represent clients in Indiana and the greater Indianapolis area, including Avon, Plainfield, Danville, Clayton, Brownsburg, and Pittsboro.
I can also provide my services remotely, as tax returns and accounting can be done through online secure document transfer software.
I can also provide my services remotely, as tax returns and accounting can be done through online secure document transfer software.
Accounting
- Entering, Coding, and Paying Bills
- Creating and Sending Customer Invoices
- Collecting Past Due Accounts Receivable
- Reconciling Bank and Credit Card Accounts
- Maintaining CFO/Controller and outside CFO by preparing:
- Account Analysis
- Work papers for Month-End Closing and Audit Support
- Documents for Tax and Audit Support via Scan
- Client Source Documents for Audit Support
Tax Preparation
As an Enrolled Agent, I specialize in:
- Preparing tax returns by collecting, formatting, and analyzing financial information
- Guiding the tax decisions of management by discussing potential tax consequences
- Recommending strategies for the purpose of minimizing liability by researching and evaluating various tax options
- Researching and answering tax questions, as needed
IRS Representation
As an Enrolled Agent, I can:
- Represent taxpayers before the Internal Revenue Service regarding Examination audits of federal tax returns
- Work to reach satisfactory agreements regarding plans, payments, estimations, and settlements
-
Prepare and appear in court for an audit
Do you need
Tax Consultancy?
You’ve come to the right place. I have over 20 years of experience working for the IRS that I can apply toward you or your business.
