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Our Services

1

Compliance

  • Individual Federal & State Income Tax Reporting

  • Business Tax Preparation

  • Foreign Income & Asset Reporting

  • Trust & Estate Reporting

  • Gift & GST Tax Filings

2

Planning

  • Tax Projections

  • Business Entity Planning

  • Foreign Tax Compliance Planning

  • Gift & Transfer Tax Planning

  • Stock Option Planning

  • Retirement Planning

3

Accounting Services

  • Monthly Reconciliations

  • Quarterly Reconciliations

  • Financial Reports

  • Data Entry & Imports

  • QuickBooks Management & Customized Reporting

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