Small Business
Mark advises small business owners and the self-employed on initial
structuring and tax planning considerations during the start-up
or acquisition phase; he prepares business plans and performs due
diligence investigations; he handles the full range of ongoing financial
and tax reporting obligations. After reviewing their overall tax
picture, Mark advises clients on whether they should incorporate
or form a Partnership for their business entity. Additionally, Mark
is well-versed in filing the initial paperwork and handling all
of the tax and legal responsibilities for such start-up entities.
Bookkeeping
Mark provides a wide-range of Bookkeeping services for individuals and businesses, including bank reconciliations, preparation of Financial Statements, and training on QuickBooks, Quicken, and MYOB accounting software.
Employer & Employee Consulting
Mark advises on a wide range of matters pertaining to employment,
including employment contracts, taxable benefits, stock options
and other incentive compensation plans and relocations. He also
provides financial seminars and counseling for continuing and
exiting employees in the public and private sectors.
Investors
Mark provides tax compliance and planning services for investors;
he advises on matters involving income splitting, income averaging
family trusts, holding companies, and tax shelters.
Corporate Tax Services
Mark provides a complete tax planning and compliance service to
corporations on a contract basis. He will function, in essence,
as a Director of Tax for hire.
Retirement & Estate Planning
For individuals planning their retirement, Mark prepares financial
projections and provides objective and independent advice on financial
matters. For individuals making their wills and planning their
estates, he advises on plans and techniques for minimizing taxes
and other related matters such as family trusts and charitable
planned giving.
Personal Tax Return Preparation
The preparation of tax returns is becoming more and more complex by the constant expansion and amendment of the tax rules. Mark handles the full range of tax compliance obligations, including such specialty areas as US federal & state returns, non-resident returns, snowbird tax filings, and deceased taxpayer returns. For help in organizing your 2005 tax information, see our Checklist.
Estates & Trusts
Mark assists executors and trustees with the accounting and tax requirements of estates and trusts, including the preparation of tax returns, special elections, and clearance certificates.
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