Early planning can make 2012 filing season easier
The new year brings a new tax filing season. Mid-April may seem like a long time away in January but it is important to start preparing now for filing your 2011 federal income tax return.  The IR...

Payroll tax cut extended two-months; other temporary incentives expire
As 2012 gets underway, Congress has extended the employee-side payroll tax cut but a laundry list of tax incentives have expired and their renewal is in doubt.  The fate of these incentives, alon...

Looking back: Top 10 federal tax developments of 2011
Looking back over 2011, the IRS, Congress and the courts made many tax decisions impacting taxpayers of all types. Some tax developments were taxpayer-friendly; others imposed new requirements on taxp...

FAQ... When do I need to file IRS Form 8938, Statement of Specified Foreign Financial Assets?
The Foreign Account Tax Compliance Act (FATCA), enacted in 2010, requires certain U.S. taxpayers to report their interests in specified foreign financial assets.  The reporting requirement may ap...

How do I...Claim a charitable contribution of property?
Claiming a charitable deduction for a cash contribution is straightforward. The taxpayer claims the amount paid, whether by cash, check, credit card or some other method, if the proper records are mai...

January 2012 tax compliance calendar
As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important tax reporting and filing data for individuals...

Don't forget tax consequences when refinancing your home mortgage
Although taxes may take a back seat to the basic issue of whether refinancing saves enough money to be worthwhile, you should be aware of the basic tax rules that come into play. Sometimes, you ca...

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Intuit Accountant and Advisory Customer Council

Jim has been selected as a second year participant in the Accountant and Advisor Customer Council for Intuit Inc., 2010-2011. Members of the Intuit Accountant and Advisor Customer Council serve a one- to two-year term. Participation on the council is driven by participants’ desires to contribute to the development of technology products and services that increase productivity and help grow the businesses of accounting professionals and their clients

Select from QuickBooks Pro or Premier Editions 2011

The Premier Edition offers industry-specific and business planning tools tailored to your business type. Save time on routine tasks, monitor business performance and manage payables and receivables.

Welcome

Welcome and thank you for visiting my Website. In addition to providing you with a profile of my firm and the services I provide, this Website has been designed as a helpful resource tool to you, my valued clients and visitors. My dedication to superior client service has brought me to the Internet as I endeavor to continue to provide the highest quality professional service and guidance.

As you browse through my Website, you will see that not only have I highlighted background information on my firm and the services I provide, but have also included useful resources such as informative articles (in the Newsletter section) and interactive financial calculators (in the Financial Tools section). In addition, I have taken the time to gather many links to external Websites that I feel will be of interest to my clients and visitors (in the Internet Links section).

While browsing through my Website, please feel free to contact me with any questions or comments you may have - I'd love to hear from you. I pride myself on being proactive and responsive to my clients' inquiries and suggestions.

CPA SafeMail

I am now using CPA SafeMail to securely send and receive files. Instead of backing up a file onto a CD or a flash drive, you can securely transfer the files to me via the CPA SafeMail Drop Box. Click on CPA SafeMail to access my Drop Box.