ACCOUNTING * TAX * CONSULTING
Tax compliance services
- Individual returns
- Business returns
- Trust returns
- Not for profit returns
- Employee benefit and pension plan returns
- Gift tax returns
- Estate tax returns
- Payroll tax returns
- State sales tax returns
- State Nexus issues
- State tax registration
- Family office activities
- Tax calendars
- Tax audits and examinations
- Tax agency notices
- Estate and Trust Administration
Tax planning services
- Income tax Planning
- Transactional planning
- Entity selection
- Financial planning
- Investment asset allocation
- Family wealth management
- Buying or selling a business tax planning and structuring
- Buy-sell agreement consulting
- Succession planning
- Estate tax planning
- Generation-skipping tax planning
- Supporting a relative planning
- State domicile and residency planning
- Retirement planning
- Children’s education funding planning
- 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!
- Estate planning
- Inheritance advise and guidance
- Succession planning
- Personal financial planning assistance
- Eldercare assurance services
- Business performance measurement services
- QuickBooks ® training and consulting
- Outsource business and back office services
- Outsourced CFO services
- Income taxes, executive tax preparation, sales taxes, state registrations
- Second opinions
- Business valuations
- Retirement planning and counseling
- Pension planning
- IRA distribution analysis
- IRS tax audit protection service
- Conflict resolution
- Single couples living together planning
- Second marriage assistance
- Prenuptial agreement analysis
- Divorce settlement planning
- Conflict resolution
- Buying and selling a business assistance
- Starting a business
- Buying a franchise
- Entering a partnership
- Getting stock in a corporation
- Receiving stock options
- Projecting financial aspects of proposed actions
- Basis calculations for pass-through activities
- Employment contract negotiations
- Executive compensation review
- Downsize settlement structuring
- Corporate management and financial planning training
- Industry-specific tax and business advisory services
- Structuring partnership and buy-sell agreements
37. Recession consulting
