Small Businesses

Many of our business clients engage us during the formative stages of company creation. Planning opportunities start with the choice of the legal entity and continue through the taxation and ultimate sale or liquidation of the business. Some or all of the following services are engaged by our business clients:

*Financial reporting (Compilations or Reviews)
*Tax compliance and reporting
*Establishing accounting systems, with expertise in QuickBooks
*Consulting services, including CFO outsourcing
*Financial and tax planning

Individuals

Our individual clients come to us during all different stages of life, from beginning careers to retirement. Many are second generation clients. Some are the owners of the small business clients discussed above. Available for their choosing are the following services:

*Tax Planning and compliance
*Financial and retirement planning
*Executive stock option planning
*Estate planning
*Personal financial statements

Trust and Estates

For many clients, tax, financial and retirement planning are a subset of an overall estate plan. Implementation of sophisticated planning techniques lead to the use of the following services:

*Trust tax compliance
*Estate accounting and tax reporting