FOR INDIVIDUALS

  • Personal Financial Planning
  • Tax Planning
  • Tax Advisors
  • Strategic tax planning, projections and tax structuring
  • Retirement Planning and Guidance
  • Estate Planning
  • IRS Audit Representation
  • Cash flow management and modelling for large purchases
  • Household Employee Payroll

FOR BUSINESSES

  • Small Business Accounting
  • Payroll Processing and Filings
  • Part-Time CFO/Controller Services
  • Cash Flow Analysis and Cash Management Services
  • Bank Financing and Capital Funding Assistance
  • Business Valuation
  • Entity Selection and Business Structure Planning
  • Succession Planning
  • Business and Non-profit tax prep