Client Services

Our firm offers a range of services to individual and business clients. Because our firm is relatively small, clients receive personalized service. Below we have listed the services that we offer to our clients along with a brief description.

Tax Services

Tax compliance and planning

Tax services we offer include the following:

•   Business structure planning

•   Corporations

•   Sub-chapter S

•   Limited Liability

•   Partnerships

•   Sole Proprietorships

•   Corporate planning and compliance

•   Partnership planning and compliance

•   Limited liability companies

•   Financial services tax planning and compliance

•   Real estate tax planning

•   Personal financial planning

•   Trust and estate planning and compliance

•   International taxation planning and compliance

•   Pensions, retirement plans, and employee benefits planning and compliance

•   State and local taxes

•   Federal tax examinations

•   IRS Representation in Tax Disputes

Accounting Services

Financial Statements

We provide helpful solutions for maximizing company profitability and efficiency. Accounting services include:

•   Compilations of financial statements

•   Cash flow projections

•   Profit planning and budgeting

•   Assistance with loan negotiations

•   Coordination of personal/business financial affairs

•   Year-end planning

Forensic Accounting and Litigation Support

We provide analysis of financial records to assist with dispute resolutions, as well as investigations.

Miscellaneous

Trusts & Estates

Our trust and estate experience include:

•   Gifts to children and grandchildren

•   Family partnership vehicles

•   Charitable giving techniques

•   Fiduciary Accounting preparation

•   Trust court accountings

•   Eldercare planning