Businesses – Our practice focuses on small to medium sized businesses. As a paperless office, we have no geographic limitations to serving clients.
- Accounting services – start up operations, accounting systems for new entities, including sole proprietorships, partnerships, S Corporations, LLCs, C corporations, tax-exempt organizations (public and private charities), trusts, estates, Family Limited Partnerships, and international tax business entities; accounting services as needed for all business entities; experienced with multiple accounting software systems, including nearly 20 years working with Quickbooks and small businesses.
- Income tax research, planning and compliance (tax return preparation) for all entities listed above, for federal, states and local taxing authorities
- IRS and state representation for all tax related matters
- Retirement planning for business owners
Individuals – Our practice has a concentration of medium to high net worth clients who require special experience and skill sets that we offer to our clients, to help them minimize taxes, maximize wealth, and avoid pitfalls such as audit risk. We have extensive experience with tax issues connected with estates, gifts, and trusts.
- Income tax return preparation, planning, and research for individuals – federal, states, and localities. We serve clients from multiple continents and multiple states in the U.S., for federal, state, and local tax filing purposes.
- Income tax planning related to estates, trusts, and beneficiaries
- Estate and gift tax planning and return preparation
- International tax compliance and tax planning, including offshore financial accounts voluntary disclosure assistance
- Assisting public charity and private foundation owners/managers with the complex taxation rules and practices of applying for and maintaining tax exempt status
- Succession planning and Generation-Skipping Transfer tax planning and return preparation
- Divorce tax planning – pre- and post- divorce planning
- Personal finance, cash flow budgeting