Services We Provide
BUSINESS CONSULTING
In addition to general compliance work, we help our business clients plan how to increase business profitability and plan how to structure transactions to generate the most beneficial tax result. Our business clients operate in a variety of states and we assist them with the regulatory filings and record keeping needed to correctly report to each state.
TAX CONSULTING
Individuals, who don't have a business, are welcomed clients as well. Many of our individual clients have real estate holdings and rely on our advice to structure sales, and help with tax-deferred exchanges. A number of our clients work for public corporations that grant stock options, and often tax planning is required to determine when to exercise the options.
FINANCIAL STATEMENT PREPARATION
From helping our clients close their books to preparing compiled financial statements, we help our clients obtain the necessary documents for their internal or external reporting needs.
retirement & business succession planning
We work with your financial advisors and estate planning attorneys to be sure you are on the right path toward retirement.
TAX COMPLIANCE
We prepare Individule, Corporate, Partnership, and Fiduciary Income Tax Returns, and help you plan for and prepare for your tax compliance.