Services

ACCOUNTING * TAX * CONSULTING

Tax compliance services

  1. Individual returns
  2. Business returns
  3. Trust returns
  4. Not for profit returns
  5. Employee benefit and pension plan returns
  6. Gift tax returns
  7. Estate tax returns
  8. Payroll tax returns
  9. State sales tax returns
  10. State Nexus issues
  11. State tax registration
  12. Family office activities
  13. Tax calendars
  14. Tax audits and examinations
  15. Tax agency notices
  16. Estate and Trust Administration

Tax planning services

  1. Income tax Planning
  2. Transactional planning
  3. Entity selection
  4. Financial planning
  5. Investment asset allocation
  6. Family wealth management
  7. Buying or selling a business tax planning and structuring
  8. Buy-sell agreement consulting
  9. Succession planning
  10. Estate tax planning
  11. Generation-skipping tax planning
  12. Supporting a relative planning
  13. State domicile and residency planning
  14. Retirement planning
  15. Children’s education funding planning
  16. Family financial security risk management

Additional Services

The following listing provides ideas of what types of additional services tax clients might need. This list is not complete, but we offer a full range!

  1. Estate planning
  2. Inheritance advise and guidance
  3. Succession planning
  4. Personal financial planning assistance
  5. Eldercare assurance services
  6. Business performance measurement services
  7. QuickBooks ® training and consulting
  8. Outsource business and back office services
  9. Outsourced CFO services
  10. Income taxes, executive tax preparation, sales taxes, state registrations
  11. Second opinions
  12. Business valuations
  13. Retirement planning and counseling
  14. Pension planning
  15. IRA distribution analysis
  16. IRS tax audit protection service
  17. Conflict resolution
  18. Single couples living together planning
  19. Second marriage assistance
  20. Prenuptial agreement analysis
  21. Divorce settlement planning
  22. Conflict resolution
  23. Buying and selling a business assistance
  24. Starting a business
  25. Buying a franchise
  26. Entering a partnership
  27. Getting stock in a corporation
  28. Receiving stock options
  29. Projecting financial aspects of proposed actions
  30. Basis calculations for pass-through activities
  31. Employment contract negotiations
  32. Executive compensation review
  33. Downsize settlement structuring
  34. Corporate management and financial planning training
  35. Industry-specific tax and business advisory services
  36. Structuring partnership and buy-sell agreements
    37. Recession consulting