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Services

I provide a wide range of services to individuals and businesses in a variety of industries. I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. My professional services include:


Tax Management Services

I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Assurance and Advisory Services

I focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help my clients face the myriad challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace and tax law. My assurance services will improve information quality or its context, meaning more success for your business.

Sustainable Consulting Services

Many individuals and businesses today are concerned with more than the conventional "bottom-line" method of determining success. Sustainable business takes into account other concerns such as the environment and personal relationships in addition to profitability. Sustainability also means durability, that you and your business will be successful not just in the present but also in future years to come.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

International Taxation

Whether you're a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., I can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. I can help you make sense of how you are affected by them.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Leslie H. Wright, CPA, CGMA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Information Request for Services Listed Above