Services

 

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