Tax Planning & Preparation

  • Individual returns, from Schedule 1040 to the most complicated individual returns.  
  • Tax returns for the self-employed, including quarterly tax filings.
  • Business returns, including partnerships and S Corporations. 
  • Special expertise in filing returns for United Nations employees and others working and living abroad to make sure their tax obligations are completely satisfied. I am quoted in the Fiscal Times regarding this subject.  
  • Past due tax returns for individuals and businesses.
  • Amended tax returns for individuals and businesses.
  • Negotiation with the IRS to achieve equitable resolutions of disputes. 
Accounting

  • Quickbooks Accounting Systems consultation for businesses and individuals.
  • Preparation and review of financial statements for businesses and individuals.
Financial Modeling

Sophisticated Excel spreadsheet financial statement projections which can be used to help with your business plans.  I have previously worked with small businesses to project their revenues and expenses using different assumptions to help them plan for the future.  This spreadsheet solution creates an income statement, balance sheet, and statement of cash flows so that one can see how your financial statements will look in the future.  This solution is very helpful for both business planning and for loan applications.  

Also worked with hedge fund to help them model fixed income securities in order to make investment decisions.  Additionally, I enhanced reporting capabilities for a software company to track expenditures, develop measurement tools, and build forecasting capability by using Visual Basic for Applications.
© 2012 Green Oak Financial Services | 617.615.6486 | info@greenoakfinancial.com