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