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  • Individual and business tax projections and planning
  • Acquisition, liquidation and merger agreements
  • Business entity selection
  • Buy-sell agreements
  • Tax-free exchanges
  • Real estate sales
  • R&D tax credit opportunities
  • Personal property tax evaluations
  • Divorce taxation
  • Estate planning
  • Federal and state and multi-state income tax preparation (all 50 states)
  • Representation Before the IRS and Other Tax Authorities
  • Compliance services
  • Non profits
  • Real estate cost segregation and engineering engagement oversight
  • Sales tax compliance
  • State and local tax cost reduction and spend management
  • Pension and Profit Sharing Plan Selection


Our Review and Oversight of Your Financial Planning Services include:
  • Investment Advisory Services - Results analysis;
  • Income Tax Planning – Tax efficiency strategies;
  • Insurance Needs Analysis;
  • Structured Settlement Analysis;
  • Education Funding Alternatives and projected needs;
  • Estate Tax Analysis and Planning;
  • Retirement Planning;
  • Cash Flow and Net Worth Projections

For more information and an individual consult, contact us.

 
  Accounting & Compliance
  Business & Management Consulting
  Medical Consulting
  Tax and Financial Planning Services
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