Federal and state income tax preparation and planning for individuals and families.
Self-employment income
Rental and investment activity
Retirement income
Estimated taxes
Capital gains
Multi-state tax matters
Tax preparation and planning for small and closely held businesses.
S corporations
Partnerships
C corporations
Sole proprietorships
Estimated tax planning
Owner compensation and distributions
Proactive tax guidance to help you evaluate important decisions before year-end or before a transaction occurs.
Year-end tax planning
Entity considerations
Retirement contributions
Major purchases
Business sales or ownership changes
Significant changes in income
Practical accounting support designed to keep your financial information accurate, organized, and useful.
Monthly bookkeeping
Account reconciliations
Financial statements
General ledger review
Accounting cleanup
Year-end preparation
Financial and business guidance for owners who need help evaluating performance, opportunities, and important decisions.
Cash flow analysis
Budgeting and forecasting
Profitability analysis
Pricing and cost review
Financial modeling
Business decision support
Assistance reviewing and responding to tax notices from the IRS and state taxing authorities.
IRS correspondence
State tax notices
Penalty issues
Payment discrepancies
Amended returns
Tax account research
For business owners looking for more extensive strategic, financial, and operational guidance, I also work through a separate advisory practice, Shepherd Business Advisory.
Shepherd focuses on helping business owners evaluate performance, improve decision-making, and navigate important strategic and financial issues.