We offer a wide variety of services that are always tailored to you and your situation. Our primary services are listed below. If you have any questions regarding any of the services that we offer please contact us.
Taxation
- Consultation regarding Business Transactions
- Global Income Tax Planning for family groups
- Planning with regard to Stock Options, Retirement Plans and Distributions
- Tax Planning related to Business Formation (and choice of entity), Reorganization, and Liquidation or Sale
- Structuring Partnerships, Limited Liability Companies and Joint Ventures
- Creative Income Tax Planning
- Tax Return Preparation for Businesses, Individuals, Trusts/Estates and Private Foundations
- Representation before Taxing Authorities on Audit Matters
- Planning for Charitable Gifting
- Estate Tax Planning and Assistance with Estate Administration
Accounting
- Write-up Services including Preparation of General Ledgers and Financial Statements (unaudited)
- Compilations of Financial Statements
- Assistance with QuickBooks™ and other financial accounting packages
Business Consultation
- Analysis of Business Opportunities
- Strategic Planning and Business Succession
- Tax and Business Planning for Family Groups
- Litigation Support, Forensic Accounting and Consultation with Attorneys
- Business Valuations
- Consultation regarding Incentive Plans for Key Employees
- Tax Planning related to Debt and Equity Restructuring