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.
