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.
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