Business Succession Planning
Assisting you in co-ordinating changes required in transitioning your business to your successors is critical to ensure its continued success. With professionals having experienced backgrounds in legal, tax and financial matters, we are fully qualified to address the complex issues involved in business continuation and succession plans.
Assisting you with advice on federal and state retirement planning matters and developing retirement goals and investment strategies that will help achieve these goals.
Business Organization, Operation and Dissolution
Assisting you in selecting the appropriate legal entity to conduct your business and with organizational changes required in your business due to a variety of business and personal reasons.
Budgeting, Forecasting and Accounting
Assisting you in preparing budgets, forecasts, and general accounting matters necessary for the development, operations and management of your business.
Certified Valuation Analysis
As Certified Business Valuation experts we are able to assist you and other professionals with expert witness testimony and preparing business valuations necessitated for a variety of business and personal needs, such as succession planning, estate and gift transfer planning, business acquisitions and divestitures, and business and domestic disputes.
Federal and State Tax Controversy Representation
Assisting you with Federal and State tax audits and appeals on a variety of personal and business matters. We also assist with Federal and State tax litigation controversies that cannot be settled at adminstrative levels of review and appeal.
Estate Planning, Implementation and Administration
Assisting you in understanding and developing estate and family planning goals, developing and implementing strategies to assure these goals are met, and preparing and assisting in the development of estate planning documents necessary to achieve these goals.
Expert Witness Testimony
Assisting you and other professionals with expert witness testimony required in income and estate tax and valuation controversies in Federal and State Tax forums.
Income Tax Planning and Compliance Reporting
Our year round income tax planning encompasses the preparation of all businesses, trusts, foundations, and personal tax returns and compliance reporting required for our clients. Though we typically project our clients' tax position throughout the year and advise them of strategies to consider before year end, we also assure that all tax and compliance reporting is completed in a timely and accurate manner.
International and Expatriate Planning
Assisting you with international business planning matters as well as planning and compliance needs required for U.S. expatriates and foreign individuals and businesses with U.S. tax reporting concerns.