Tax and Financial Planning

Our services include:

  • Income tax planning / Individuals, S and C Corporations, LLC and Partnerships, and Non-profit Organizations
  • Structuring of transactions
  • Estate and gift planning
  • Multi-state strategies


Financial Statement Compilations

Our services include:

  • Monthly, quarterly and annual reports
  • Court formatted trust accountings


Tax Compliance

Our services include:

  • Income tax preparation

    • Individuals, Domestic / 

    • Nonresident / 

    • Expat, 

    • S and C Corporations, 

    • LLC and Partnerships, 

    • Estates, Trusts and Gifts 

  • Handling of IRS and State income tax audits

  • Assistance with investor reporting


Business Management Services

Our services include:

  • Billpay services
  • Asset allocation review
  • Coordination with insurance agents
  • Real-estate mortgage review
  • Legal coordination


Accounting and Bookkeeping Assistance

Our services include:

  • Monthly, quarterly and annual bookkeeping
  • Payroll services

  • Sales tax services

  • Statements of information filings

  • City business tax filings

  • 1099 filings

  • Nonresident witholding statements



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