Services

The things we love to do

Our Services

Every service provided below is done with the same guiding principles:

  • We Listen, gather information, interpret it, navigate through complexity and explain outcomes to clients

  • We Develop strategies that reduce risk, minimize tax liabilities and maximize enterprise value

  • We Provide comfort and security for complex transaction and compliance matters


Tax

  • Individuals, Businesses, Trusts & Estates

  • State, Local and International

  • Tax Planning and Preparation

  • Tax Credits and Incentives


Accounting

  • QuickBooks Consulting

  • Controller & CFO Advisory Services

  • Cash Flow and Budgeting Analysis

  • Bookkeeping and Payroll Consulting

  • Finance Process Improvement



Assurance

  • Audits

  • Reviews

  • Compilations

  • Financial Statement Preparation

  • Agreed Upon Procedures


International

  • Compliance for Individuals and Businesses

  • International Financial Reporting Standards (IFRS)

  • Tax Planning for Individuals and Businesses

  • Tax Treaty Interpretation & Planning

  • Corporate Structuring & Reorganization



Business Advisory

  • Mergers & Acquisitions

  • Entity Selection

  • Equity Based Compensation

  • Business Transition and Succession

  • Qualified Small Business Stock


Trust & estates

  • Estate and Gift Tax Planning

  • Trust and Estate Tax Return Preparation

  • State Tax Planning