Solutions & Services

Tax Management Services

Preparation of varied tax filings for individuals, corporations, partnerships and other closely held entities. Implementing strategic tax planning to minimize liabilities & remaining compliant with regulatory authorities.

Assurance and Advisory

Providing audit and review engagements to the private, public and not for profit sectors. We provide quality attest services specializing in Common Interest Realty Association’s and not for profits. View our latest Peer Review report detailing our commitment to quality in adhering to the latest regulatory requirements in preparing attest financial statements here.

Consulting and Strategic Planning

Strategic planning includes, budgeting and forecasting, internal control assessment, valuation, risk management and succession planning. There are no limits to strategic planning.

Estate and Trust Planning and Tax Preparation

We understand the complexity of estate tax planning is unique to each respective individual and should be treated as such. There is no cookie-cutter approach and we provide preparation of all required estate, trust and gift tax filings.

Financial and Retirement Planning

We work closely with third party administrators, actuaries and financial planning advisors to develop both business and individual financial and retirement plan to ensure growth and stability.

Business Valuation

Our expertise from tax, accounting and advisory practice areas allow us to be well vetted to prepare business valuations for Estate and Gift tax compliance, shareholder agreements and disputes, mergers and acquisitions and general planning.

Regulatory Compliance

We have the experience necessary to work with all regulatory and taxing authorities to reduce exposures for any proposed liabilities for you or your business.

Private Equity Accounting and Tax Compliance

We provide guidance on term sheets, subscription agreements and complex partnership operating agreement provisions that are now required for proper tax and accounting compliance.

Innovative Start-Up Practices

We will guide you through the initial steps of entity type selection, initial compliance requirements and funding sources.