We provide a wide range of services to individuals and businesses. We strive to meet each client's specific needs by planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include

Income Tax Planning and Preparation:

• Sophisticated tax-minimization strategies
• Preparation of individual, corporate, foundation, partnership, fiduciary, estate and gift tax returns
• Transactional planning
• Representation before tax authorities (audits)

Cash Management and Financial Reporting:

• Bill payment, record keeping and bookkeeping
• Cash flow planning and projections
• Domestic payroll and payroll taxes
• Balance Sheet and other financial report preparation
• Medical claims processing and follow-up
• Maintenance of private investment records
• Consolidation of all financial information to give you the "big picture"

Estate Preservation and Legacy Planning:

• Wealth preservation and distribution strategies
• Succession and philanthropic considerations
• Coordination with other professional advisors
• Integration with income tax and investment strategies

Investment Planning and Reporting:

• Work with advisors to develop strategic asset allocations and investment guidelines
• Consideration of relevant tax and estate planning implications

Business Tax and Accounting Services:

Income Tax Planning and Preparation:

• Sophisticated tax-minimization strategies
• Preparation of corporate, s corporation, partnership, and limited liability company income tax returns
• Preparation of payroll returns, sales tax returns and local tax filings
• Transactional planning
• Representation before tax authorities (audits)

Cash Management and Financial Reporting:

• Bill payment, record keeping and bookkeeping
• Cash flow planning, budget preparation and projections
• Payroll management and coordination
• Reviewed and compiled financial statements
• Customized key performance indicator reporting to give you the "big picture"

Business Management:

• Succession planning
• Internal control analysis
• Accounting staff training
• Design and implementation of accounting systems
• Facilitation of board and/or team meetings