The Accounting and Financial Services That We Offer

Accounting and tax

  • Business and personal tax returns
  • Trusts returns
  • Estate returns
  • IRS Tax Problems
  • Financial Statements
  • Payroll Preparation
  • Part-time Controller/CFO
  • Lease vs. buy
  • Buying and selling a business
  • Business start up
  • QuickBooks Pro Advisor

Litigation

  • Business Valuations
  • Economic Damages
  • Divorce forensics
  • Litigation support

Financial Services

Investment Planning

  • Integrated Asset Allocation
  • Portfolio Design
  • Diversification Strategies
  • Alternative Investments

Tax Planning

  • Income Tax and Estate Planning
  • Tax Optimized Investing
  • Charitable Planning
  • Trust Services

Income Protection and Asset Protection

  • Long Term Care
  • Disability Protection
  • Income Replacement
  • Creditor Protection

Retirement Planning

  • IRA Rollover
  • Income Projection Analysis
  • Fixed Income Strategies

Business Planning

  • Business Succession
  • Buy Sell Agreements
  • Key Employee Retention

Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Giving
  • Trust Services

Insurance

  • Life Insurance Analysis
  • Long-Term Care Insurance
  • Disability Protection

Education Planning

  • 529 College Savings Plans
  • Trust Services

Special Situations

  • Divorce
  • Incapcitation and Control of Assets

Debt Management

  • Creditor Protection

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