Alan Steger, Enrolled Agent

My mission is to provide you outstanding quality tax, consulting, and accounting service in a timely manner. My services are cost effective as this leads to accurate GAAP and tax reporting and this results into considerable tax savings and fulfillment of compliance.I provide a wide range of services to individuals and businesses in a variety of industries. I strive to meet each clients 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 ServicesMy firm will guide clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.Accounting ServicesFrom start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. My 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, 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 Estate and Trust Planning and Tax PreparationEffective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries which is done through our network.Financial and Retirement Planning. My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement by evaluating current investments and making sure that your portfolio does take into account tax implications for an advantageous after-tax return.IRS RepresentationProfessional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.Bookkeeping/Write-upAccurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.Entity Selection and RestructuringYour business entity has a large impact on your taxes and other liabilities. From your companys inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous.Accounting Software Selection, Implementation, and SupportChoosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your companys needs. Training and support will ensure minimal disruption of your everyday business processes.Payroll ServicesOur payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.Employee Benefits, Pension, and Profit-Sharing PlansChoosing and administering benefit plans for your employees is often a complex process. We can help you to decide which plan will help in maximizing tax advantages.Cash Flow and Budgeting AnalysisGood cash management can improve a companys liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.Financial Projections and ForecastsNo one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.Mergers, Acquisitions, and SalesBusiness transactions and transitions are complicated affairs and whether youre buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.Debt and Finance AdvisingWhether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.International Taxation Whether youre 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., we can help you plot a course through cross-border taxation issues

Dollars and Sense is a comprehensive tax and financial planning company lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with affordable, convenient and comprehensive tax and financial services. We specialize in tax planning and preparation, tax reduction strategies, retirement planning, wealth management, budgeting, forecasting, property analysis, incorporation, consulting and other financial services.We offer corporate contract services which include proactive tax credit analysis, advice, quarterly financial overview, strategy development, and representation.Our business style is founded on the core values of mutual trust, honesty, integrity and a philosophical commitment to a balanced approach to maximizing quality of life now and in the future through financial services. We work by appointment only, to ensure your convenience and provide plenty of time for us to focus on your situation. A foundation of mutual trust is critical for establishing a business relationship that will help us realize your goals. We also guarantee our services. If you are not completely comfortable or are dissatisfied with our services for any reason, you will not be charged for the appointment. Caroline Murphy, founder and owner of Dollars and Sense tax and financial services, earned her Series 6, 63 and 65 Securities Licenses and is an Enrolled Agent, licensed to practice before the Internal Revenue Service (0096137-EA).Caroline Murphy has 20 years of experience in finance enjoys putting her knowledge to work for the benefit of you and your business.