We offer our clients personalized, quality service.  We work closely with our clients throughout the year to maintain a current understanding of their position allowing us to provide the best possible advice. We enjoy close relationships with our clients and appreciate the confidence our clients place in us.

Client Accounting Services Solution

• Client Accounting
• Online Bookkeeping
• Payroll
• Tax

Business Startup Support

• Business Plan Development
• Budget & Projection Preparation
• Business Structure Tax Advising

Estate, Trust, and Other Family Planning

• Security of the Surviving Spouse and Transfer of Assets to Beneficiaries Planning
• Transfer Tax Consultation
• Business Continuity and Succession of Ownership Planning
• Life Insurance Recommendations
• Divorce Related Consulting
• Family Limited Partnership Management

Mergers & Acquisitions

• Tax Planning
• Product/Service Compatibility Guidance
• Financial Impact and Cash Flow Consultation
• Purchase Price Allocation
• Closely-Held Business Valuations

Business Continuation and Restructuring

• Tax Planning
• Split-Up and Spin-Off Guidance and Assistance
• Purchase Price Allocation
• Liquidation or Reorganization Service
• Bankruptcy, Insolvency and Foreclosure Assistance

Other Business and Family Services

• Partner/Shareholder Dissent Advisement
• Transfer Pricing Advisement
• Business and Financial Planning with Tax Consequence Consulting
• Internal Controls and Accounting Systems Evaluation and Implementation
• Tax Compliance and Strategy Advising
• Charitable Contributions Planning and Consulting
• Eminent domain Assistance

 Back to Top