Our Service

BUSINESS SERVICES

We assist companies through their full life cycle; from initial formation, to business management, to business compliance, merger and acquisition, to succession planning or dissolution.

 

  • Business Formation and Entity Choice
  • Financial Statement Preparation
  • Management Advisory Service
  • Business Tax Planning and Return Preparation
  • Representation Before Tax Authorities
  • Referral Sources

INDIVIDUAL SERVICES

We service individuals through their full life cycle, from the kiddie tax, college tuition funding plans, home purchase and sales, job changes, business formations, investment support and stock option planning, retirement planning and estate planning

 

  • Personal Tax Preparation Planning and Return
  • Tax Planning for Executives and Owners of Closely Held Companies
  • Representation Before Taxing Authorities
  • Investment Support
  • Estate and Retirement Planning
  • Tax Litigation, Forensics Accounting and Expert Witness
  • Referral Sources