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Tax & Advisory Specialist

Your time is better spent in your own business, and you will achieve better results and additional savings with proactive planning and advice.  If filing returns is a dreaded annual chore, my goal is to remove the dread from your experience and provide you convenient and reliable service year-round.

Meet the Accountant
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A variety of tools are available to exchange information in a secure and confidential environment so you can do so at your convenience.  If you prefer a face-to-face visit, I offer a relaxed and casual office setting in which to meet.  I promptly answer calls and messages and expect the same from the clients I serve.  I am an army of one and will provide you the best service possible in all aspects of your tax and accounting needs.

Important Links & Information

For your convenience, helpful sources of information and other time-saving links and tools are listed here.  Current topics, frequently asked questions, and tax-saving tips and suggestions are also posted here from time to time.

Important Dates 2023  

September

  • 15: Payroll tax deposits due for monthly depositors

  • 15: Due date for 3rd quarter individual estimated tax payments

 

October

  • 15: Payroll tax deposits due for monthly depositors

  • 15: Extensions expire for Individuals

  • 31: Due date for 3rd quarter payroll tax returns 941 and MT UI-5

November

  • 15: Payroll tax deposits due for monthly depositors

December

  • 15: Payroll tax deposits due for monthly depositors

January 2024

  • 15: Payroll tax deposits due for monthly depositors

  • 15: Due date for 4th quarter 2023 individual estimated tax payments

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