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CLIENT SERVICES

We offer services to clients in three main areas:

  • Tax Planning & Return Preparation
  • Accounting and Auditing
  • Management Advisory Services

    We take a proactive approach to tax services by keeping current on new tax laws and legislation. As a result, we are able to identify key tax planning opportunities. Tax services offered include, but are not limited to:

    Tax planning & return preparation for:
  • Individuals
  • Partnerships
  • LLCs/LLPs
  • Corporations
  • Estates, trusts and gifts
  • Charitable gift planning
  • Private foundations

    In addition to tax planning and preparation, we also advise and represent our clients with:
  • Retirement planning
  • Business structuring and re-structuring
  • Business transaction analysis (buying/selling/terminating a business)
  • Real estate investment, like-kind exchanges, etc.
  • IRS representation
  • Business and transactional matters
  • Charitable gift planning & venture philanthropy
  • Depreciation and fixed asset acquisition analysis
  • Divorce and support consulting

    Accounting and Auditing

    We routinely perform all of the professional services usually identified with public accounting firms, including:
  • Audits of financial statements
  • Reviews and compilations of financial statements
  • Internal control reviews
  • Cash flow projections and budgeting
  • Bookkeeping (monthly/quarterly/annually)
  • Accounting system set-up
  • Personal financial statements
  • Litigation support
  • Agreed-upon procedures reports
  • Due diligence reports relating to proposed acquisitions

    Management Advisory Services

    We provide these services as an adjunct to both our accounting and tax services in order to assist clients in areas of efficiency and profitability.


    CONTACT US
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