Services

Service Offering includes, but is not limited to, the following:

Tax compliance - Ensure you are fully compliant, receive the breaks you’re entitled to, and make you aware of other any opportunities. Practice focus areas:

o   Individuals, couples & families - Typically will have sophisticated & / or sensitive tax needs

o   Businesses – All organizational forms supported

o   Estates of decedents and decedent’s final tax returns

o   Quarterly tax estimates and filings

o   Responding to IRS inquiries

Tax advice, planning, and consulting – Receive catered advice.  Example practice areas:

o   Year-end tax planning – Charitable giving, tax gain and loss harvesting for investments and more

o   Retirement planning – Maximize savings and minimize taxes

o   Education planning – Ensure you maximize tax advantages to save for your child's education 

o   Entity selection and new business set up – discuss options to protect your business & assets, minimize taxes, and fit your business needs

o   Issue research – Many opportunities require a deeper understanding and appropriate research to ensure you receive the best possible advice and achieve the best overall result

Accounting & Finance Services – Some services might be provided by us, while we may assist in sourcing / vetting other service providers depending on your needs and our availability. Example practice areas:

o   Interim Chief Financial Officer "CFO" services & related support of that office

o   Strategic Planning

o   Business process improvements

Broad Financial & Risk Management Advice – While specific investment advice is not a service offered, we are able to provide much needed financial advice on many related topics such as valuations of businesses, risk management (forms of ownership, business organization, financial modeling of scenario outcomes, and more), and can assess areas related to investments (retirement, education)

Consulting arrangements - available where such fits both your needs and our availability