Services
We cherish our personal client relationships.
“At the intersection of business & family”
We have experience providing the following services to our clients:
Tax
- Personal income tax
- Business tax
- Income tax planning
- Multi-state tax
- Estate, trust and gift tax
- Estate planning
- Sales and use tax
- Representation before taxing authorities
Accounting
- Audits
- Reviews
- Compilations
- Forecasts
- Projections
- Monthly accounting services
- Accounting system setup
Consulting
- Entity selection
- Business succession planning
- Estate planning
- Mergers and acquisitions
- Sale of a business
- Cash flow management
- Budgeting
- Strategic planning
- Start-up businesses
- Fraud investigation
