Services

TAX COMPLIANCE

We provide tax preparation services for clients with complex or unique tax situations. We assist corporations, partnerships, LLCs, trusts, estates, non-profit organizations, and individuals with their tax compliance needs and serve clients located throughout the U.S.

ADVISORY SERVICES

We advise clients regarding proposed transactions and help develop related strategies to minimize tax impacts. We have an extensive on-line research library and are accustomed to addressing an array of tax issues. We assist clients in developing their estate plans and planning for other life transitions such as children’s educational expenses, retirement, caring for elderly parents, and starting, developing, selling, buying or merging a business.

We work with businesses, families, trusts, estates, private foundations and individuals to maximize their objectives while minimizing costs.

ACCOUNTING AND FINANCIAL REPORTING

We provide compilation and review services for businesses and non-profit organizations. In addition, we assist clients with developing and enhancing accounting and internal control procedures, budgeting, cost controls, financial analysis, and prudent fiscal management.