Individual Tax Services

When a client comes in for their individual tax, there are four main areas that must be handled by the accountant. They are tax planning, tax research, tax compliance, and audit representation. The main goal is to ensure that the individual maintains their taxes according to the ...

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Business Tax Services

There is a lot to be said for being your own boss, but most people don’t think about all of the work that needs to go on behind the scenes to successfully launch and run a new business. There are business plans to write, office or manufacturing space to lease or ...

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Other Financial Service

Running a business means keeping track of a lot of information, especially financial information. You may have financial managers who need regular reports and financial statements. You might have bankers who require personal financial statements ...

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About Theodore (Ted)

My practice focuses on small to medium sized businesses, individuals, including high income and high net worth individuals, trusts, estates and not for profit organizations.

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