Tax
- Corporate tax preparation
- Individual tax preparation
- Individual & Corporate tax planning & projections
- Representation before the IRS and state jurisdictions
- State sales tax filings
- Gift, Estate & Trust tax preparation & accountings
- Not-For-Profit tax preparation
- Negotiations for offers in compromise and penalty abatement
Wealth Management
- Personal income tax planning and compliance
- Succession planning
- Estate, gift and trust tax compliance and administration
Accounting and Audit
- Auditing, review & compilation services
- Fraud prevention and deterrence
Consulting
- Preparation of budgets, forecasts & projections
- Compliance solutions
- Business valuations
- Preparation & submission of minority business applications
Outsource Accounting & Finance
- Bookkeeping & controllership services
- QuickBooks consulting
- Preparation of financial statements
