Accounting Services

  • Financial statement preparation.
  • Income tax preparation and compliance.
  • Income tax planning and consulting.
  • Monthly, quarterly, and annual financial reporting statements.
  • Implementation of new accounting software packages.
  • Bill paying services.
  • Business management.
  • Payroll and sales taxes.

Tax Services

Services for Individuals

  • Tax compliance and planning.
  • Tax return preparation.
  • Personal income tax planning.
  • Estate and gift tax planning.
  • Estate and trust administration.
  • Financial planning.
  • Tax services for U.S. citizens abroad.

Services for Businesses

  • Sales and payroll tax return preparation.
  • Income tax return planning and preparation.
  • Business Valuations.
  • Form of ownership and employee benefits tax planning.
  • Assistance in the selection of accounting methods, legal organization and financial reporting.
  • Management consulting.
  • CFO outsourcing.

Financial Services

Pension Planning

  • Strategies to maximize owner's contributions.
  • 401(k) and pension solutions.

Estate Tax Planning

  • Asset succession planning.
  • Life insurance funding to create liquidity.

Business Succession Planning

  • Identify key factors.
  • Creation of plans that consider the objectives of both the current and future generations.

Group Benefits

  • Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.