Accounting and Tax Services

Tax Organization & Preparation

We are able to organize your financial records as well as prepare your tax returns, whether they be Individual, Partnership, Subchapter S Corporations, C Corporations, Employment, etc.

Income Tax, Employment Tax, Appeals, and Collections Representation

Diane is authorized to represent clients before the Taxing Authorities.

  • Income and Employment Tax representation includes correspondence, telephone and
    in-person audits
  • Appeals Representation: when agreement cannot be reached with the taxing authority, Diane is qualified to represent you at the appeals level
  • Collections Representation includes, among other services, installment agreements and
    offers in compromise

Small Business Consulting

  • Choosing business entity type
  • Business consulting
  • Start-up consultation and organization
  • Helping small to mid-size businesses grow
  • Quarterly updates, ongoing consultation
  • Cash Flow analysis
  • Tax and business strategies

Tax Research & Consulting

Issues are researched utilizing the tax code, regulations, interpretations, pertinent court cases, legislation and committee reports to provide the most appropriate response. With a Master’s Degree in accounting and over 16 years with the IRS, advice will be given based upon experience, knowledge and research.

Individual Cash Flow Analysis

Do you wonder why your money disappears faster than you earn it? Individualized analysis and coaching sessions will answer your questions.

Passive Activity Losses

The Tax Reform Act of 1986 added Code section 469 which limits individuals’ ability to deduct losses from businesses in which they do not materially participate and from rental activities. The impact of Code section 469 extends to virtually every business or rental activity whether reported on Schedules C, F, or E as well as to flow through entities, ie: S-corporations, partnerships, trusts and limited applications for closely held C corporations.

Forensic Accounting

Forensic Accounting is the application of financial accounting to legal disputes and investigations in which as many details as possible are gathered of an alleged misappropriation of funds. (Mark A Siegel, 2001) Forensic Accounting also includes, but is not limited to, equitable division of marital assets during divorce proceedings, and estate reconstruction and valuation.

Speaking & Instruction

Diane conducts classes in Tax Law as it pertains to individuals, partnerships and corporations. She is also an organizational speaker on this subject.