Our Services
Our office provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:
Tax Preparation Services
Tax Planning
Financial and Retirement Planning
Entity Selection and Restructuring
Employee Retirement Benefits
Cash Flow Projection and Analysis
Tax Preparation Services
We prepare federal and state tax returns for individuals, corporations, partnerships and trusts.
Tax Planning
We minimize our clients' tax burden through proper tax planning and advice. For estate and trust planning, we work in collaboration with estate attorneys to help clients minimize their potential estate tax and maximize their family wealth.
Financial and Retirement Planning
It is important to consider tax implications when planning for retirement or working on any other financial planning projects. We work with wealth management professionals to build tax efficiency into our clients’ financial decisions.
Entity Selection and Restructuring
We offer guidance on the selection of appropriate entity types for new businesses. When a business grows and evolves over time, it may make business or tax sense to change the entity type. We work with business attorneys on corporate restructure projects when the occasion calls for a change.
Employee Retirement Benefits
Employee retirement plans help businesses to stay competitive in their recruitment efforts. A properly designed retirement plan enhances employee retention. We collaborate with pension plan administrators to optimize the tax benefits associated with these retirement plans.
Cash Flow Projection and Analysis
We offer cash flow projection and analysis to individuals looking to buy and/or sell properties, and in other circumstances where cash flow consideration is important in the overall decision making process.
For a business entity, cash flow is a critical factor that can determine its survival. We offer analysis of current financial statements, forecasts, etc. to help the business achieve an optimal cash flow that supports the business' success.
