services

tax services

We provide tax planning and preparation for:

  • Individuals
  • Corporations
  • Partnerships
  • Not-for-profits
  • Fiduciary (Trusts)
  • Estates


We help you with the following tax areas: 

  • Business Entity Selection
  • IRS Representation
  • Estate & Gift Tax Planning
  • State & Local Compliance
  • Tax Return Second Look

Business advisory services

  • Management Cash Flow Analysis, Budgeting & Financial Ratio Analysis
  • Succession Planning
  • Mergers & Acquisitions
  • Optimizing Business Policies & Procedures
  • Buy vs Lease Analysis

Consulting Services

  • Accounting System Design & Implementation
  • Employment Changes & Relocation
  • Divorce/Separation Planning
  • Technology Advisory