Corporate and Business Tax Services
Individual Tax Services
Estate and Trust Planning and Preparation
Business Advisory Services
Interim Staffing
Special Projects
Accounting Services


Corporate and Business Tax Services

  • Planning and preparation
  • Tax minimization strategy
  • Entity structure selection and corporate formation
  • Liquidation and dissolutions

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Individual Tax Services

  • Planning and preparation
  • Tax minimization strategies
  • Tax projections
  • Regulatory audit representation
  • Tax implications of financial decisions

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Estate and Trust Planning and Preparation

  • Multi-generational estate planning
  • Life insurance analysis
  • Personal financial guidance
  • Personal business management
  • Cash management and savings
  • College education funding
  • Discount analysis
  • Planning, preparation and execution of trust documents
  • Pre and Post mortem planning
  • Assist in the creation of family trust

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Business Advisory Services

  • Create business plan strategy and document
  • Develop execution of business plan and document
  • Develop product, service, line of business profitability
  • Develop critical success factors
  • Prepare budget and forecast
  • Cash flow analysis
  • Return on Investment
  • Business valuation

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Interim Staffing

  • Bookkeeping
  • Accountants
  • Controllers/CFOs

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Special Projects

  • Review accounting process and procedures
  • Assess operating platform/systems
  • System implementation
  • Training

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Accounting Services

  • Compilations
  • Reviews
  • Monthly and quarterly management review
  • Software installation, general ledger software

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