One experienced perspective.
Support across your financial life.

Individual & family income taxes

Personal tax preparation deserves more than a quick look at the forms. It starts with understanding your income, your records and the changes in your life that may affect your return. Maurice has served a broad base of individual income tax clients and brings that experience to each conversation.

• Individual income tax preparation
• Tax preparation for employees, self-employed professionals and retirees
• Review of income statements and supporting documents
• Discussion of deductions and credits relevant to your circumstances
• Questions about prior returns, changes in income and filing needs
• Preparation planning and document organization

Taxes with your business in view.

A business return is connected to the way the business operates and keeps its records. Maurice’s corporate accounting background helps bring those pieces together, with attention to financial activity, record quality and the questions facing business owners.

• Business and corporate income tax preparation
• Tax preparation needs for LLCs and other business entities
• Coordination of accounting records with tax preparation
• Review of business income and expense information
• Tax planning discussions for business owners
• Assessment of filing needs based on entity structure and activity

Accounting that supports business decisions.

Corporate accounting experience brings a broader view of the numbers: how transactions are recorded, how information is organized and how financial reporting supports management. Discuss accounting support that matches the size, complexity and priorities of your organization.

• Accounting support for companies and growing businesses
• Review and organization of financial records
• Financial reporting and management information
• Income, expense and account-balance review
• Support with period-end accounting needs
• Financial information for planning and operating discussions

Financial clarity in service of your mission.

Nonprofit organizations need financial information that helps leadership understand resources and support the mission. Maurice’s experience with nonprofit organizations brings a practical understanding of this environment and its accounting needs.

• Accounting and bookkeeping support for nonprofit organizations
• Organization of revenue, expense and supporting records
• Financial information for leadership and board discussions
• Budget and financial reporting support
• Review of organizational tax-filing needs
• Accounting coordination around the organization’s activities

A stronger foundation starts with better records.

When financial records are organized, it becomes easier to prepare for taxes and understand how a business is doing. Bookkeeping support helps connect everyday activity with financial information you can use.

• Income and expense organization
• Transaction review and account reconciliation
• Bookkeeping support for small businesses and organizations
• Record preparation for tax-season coordination
• Review of financial information and outstanding questions
• Discussion of recurring accounting support

Make your next decision with a clearer picture.

Financial questions rarely exist in isolation. Bring your concerns about business performance, financial organization and planning. Maurice combines accounting experience with an MBA and a practical business perspective to help you understand the information behind your decisions.

• Financial organization and accounting-record review
• Cash-flow and expense discussions
• Budgeting and business planning support
• Understanding financial reports and business performance
• Financial questions for individuals and business owners
• Coordination of questions that require other professional specialists