Our Services

Our business advisory accounting firm provides the following services –

Accounting and tax:

• Sophisticated tax-minimization strategies
• Income tax planning and preparation
  • Multi-state
  • International
• Preparation of corporate, S-corp., partnership, and LLC income tax returns
• Estate Preservation and Legacy Planning:
  • Wealth preservation and distribution strategies
  • Succession and philanthropic considerations
  • Integrated income tax and investment strategies
  • Coordination with other professional advisors
• Representation before tax authorities, including tax audits
• Compiled, reviewed and audited financial statements
• Internal control analysis

Advisory:

• Strategic Planning
• Business structure
• Succession Planning
• Benchmarking & Key Performance monitoring
• Profit Improvement Analysis
• Facilitation of board and/or team meetings

At our accounting firm, we gauge our contribution by the personal and business successes of our clients.