Our Comprehensive Services
Tax Planning and Strategy
- Personal Tax Planning
- Business Tax Planning
- Estate and Trust Tax Planning
- Gift Tax Strategies
Tax Compliance
- Individual Tax Return Preparation
- Business Tax Return Preparation
- Non-Profit Organization Tax Filings
- Estate and Gift Tax Filings
Not-for-Profit Services
- Non-Profit Tax Compliance
- Financial Statement Audits
- Board Governance Consulting
- Grant Compliance
Estate and Trust Services
- Estate Planning
- Trust Administration
- Gift Tax Planning
- Inheritance Tax Assistance
Business Consulting
- Business Entity Selection
- Financial Planning
- Succession Planning
- Mergers and Acquisitions
Tax Resolution and Representation
- IRS and State Tax Dispute Resolution
- Offers in Compromise
- Penalty Abatement
- Audit Representation
International Tax Services
- Foreign Income Reporting
- Cross-Border Tax Planning
- Expatriate Tax Services
- Transfer Pricing Analysis
Financial Planning
- Retirement Planning
- Investment Strategies
- Wealth Preservation
- College Savings Plans
Consultation for Startups
- Entity Formation
- Tax Structure Planning
- Financial Projections
- Compliance Guidance
Tax Credits and Incentives
- Research and Development Credits
- Investment Tax Credits
- Energy Efficiency Incentives
- Opportunity Zone Investments
State and Local Tax (SALT) Services
- Sales Tax Compliance
- Property Tax Consulting
- State Income Tax Strategies
- Nexus Assessment
Bookkeeping and Accounting
- General Ledger Maintenance
- Accounts Payable/Receivable
- Financial Statement Preparation
- Budgeting and Forecasting