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


  • 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.

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