Client Login


Tax

  • Compliance
  • Year-end Planning
  • Bracket Management
  • Same-sex Couples
  • Alternate Scenario Projections
  • IRA Contributions & Conversions
  • Business Disposition
  • Annuity Liquidation
  • Timing Asset Sales
  • Entity Selection
  • Tax Exempt Applications & Remediation

Business Services

  • Write-up (compilations)
  • Live payroll
  • Bill pay
  • Budgeting
  • Books & Records Set-up

Financial Reporting

  • Compilations & Reviews
  • Financial Statement Preparation
  • Fiduciary Accounting Reports

Consulting Operations Services

  • Strategic planning and goal setting for individuals and businesses
  • Divorce consultation
  • Organizational effectiveness
  • Cash Management
  • Accounts Payable
  • Strategic Planning
  • Profit Maximization
  • Legacy planning

Tax Controversy

  • Audit representation
  • Liens, levies, and garnishments
  • Coming back into compliance
  • Preparing prior year returns
  • Negotiating tax payments
  • Offers in compromise