Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Bookkeeping

TMH can handle all of your bookkeeping needs.  Bookkeeping services meet different needs depending upon the client.  Some are looking for a bookkeeper to handle paying their bills or receiving their checks, others are looking for a bookkeeper to update their books and reconcile their bank accounts.  Whatever your needs remember that there is no job to small.

TMH can either drive out to your location or if you prefer you can bring it to TMH.  This can be done weekly, monthly, or even quarterly.  Whatever best meets your needs.  Scheduling is very flexible for bookkeeping, early morning, late evenings, or even weekends.  TMH understands that not all businesses are run from 9am to 5pm.

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Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Individual Tax Preparation

Don’t just have anyone prepare your individual or small business tax returns.  Having an enrolled agent prepare your tax return is smart because they have the knowledge and skill that just not anybody has.  An enrolled agent in specialized in tax related issues.

If you are looking for one person to complete your tax return from start to finish, then you are looking in the right place.  There is no middle man at TMH that prepares your return and then goes to the reviewer; it is all handled by an experienced professional.  This reduces the amount of time and therefore cost to prepare your tax return.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact me to learn about the full range of services I provide.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. I offer Notary Public services and am available when you need me.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. My payroll services are well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Year-end Adjustments

For those of you that have computerized accounting software your businesses year end is very important.  Instead of having your accountant make year end adjustments to your financial records, have TMH go through your file and make most of the adjustments before it goes to your accountant.  The less work your accountant does the more money you will save.  It is helpful if this is done quarterly depending on the amount of transactions.

Another service for year end is to make any adjustments that your accountant may have made to your books in order to prepare your tax return.  This is important for many reasons, one being, if your bank would like to see a balance sheet and/or a profit and loss statement for any loans you may have or loans you may need for the future, having made the adjustments in your file will more accurately depict your businesses financial situation.

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Call today to schedule an appointment!