Our team of certified tax planners and financial advisors possess a wealth of experience across diverse industries.
We are committed to staying up-to-date with the latest tax regulations and financial strategies, allowing us to deliver tailored solutions that cater to your specific financial goals.
Tax Return Preparation and Planning (Federal & State)
Quarterly Estimates and Withholding Recommendations
Required Minimum Distribution Calculations
Foreign Tax Issues and Reporting
Audit Assistance (Federal & State)
Tax Return Preparation and Planning (Federal & State)
Trust Accounting
Trustee Fee Calculations
Trust Recommendations
Audit Assistance (Federal & State)
Tax Return Preparation and Planning (Federal & State)
Wealth Transfer Consulting
Unified Credit Portability Planning
Charitable Giving Planning
Audit Assistance (Federal & State)
S-Corp, LLC, Sole Proprietorship, Partnership, C-Corp Tax Preparation and Planning (Federal & State)
Partnership Allocations
Entity Type Recommendations, Setup and Maintenance
Audit Assistance (Federal & State)
Tax Return Preparation and Planning (Federal & State)
Setup and Administration
Check Issuance (Donations & Grants)
Acknowledgment Letters (Contributions & Grants)
501(c)(3) Status and Grant Review