Tax Preparation

We provide assistance with applicable monthly, quarterly, and annual tax filing requirements. Includes preparation of annual tax returns (Federal and State) and amendments to prior return filings. Specializing in High-Net-Worth individuals and small businesses, returns include Individual (1040), Simple and Complex Trusts (1041), Gift (709), Estate (706), Partnership (1065), S- Corporation (1120-S), and small C-Corporation (1120).

Tax Planning

Accurate and prompt forecasting of income tax projections for your business and personal finances. Review your prior year, current, and estimated future activity to provide recommendations – including modeling hypothetical tax scenarios.

Tax Consulting

Whether you are considering setting up a trust for your children or grandchildren or want advice on a potential business transaction. We can help by finding you a strategy to reduce income tax exposure via entity structuring, income recognition, accounting methods, and estate planning.

Financial Reporting

We partner with you to make sure your records, transactions, accounts, and financial statements are up-to-date, accurate, and understandable. This includes review of your financial statements, bookkeeping practices, chart of accounts, etc.