OUR SERVICES

Business and personal financial services that suit your needs

CLIENT ACCOUNTING SERVICES

Our Client Accounting Services include bookkeeping, payroll services, financial advisory services, CFO outsourcing, and much more.

INDIVIDUAL, FINANCIAL & TAX PLANNING

Individual services include tax return preparation and advising on tax implications of investing, retirement planning, college savings and succession planning.

PARTNERSHIPS, LIMITED LIABILITY,
S-CORPORATIONS, & C-CORPORATIONS

Our business services include payroll, business valuation, business planning, new business formation, business exit and succession planning, and tax preparation services.

NOT-FOR-PROFIT AND ESTATE TAX SERVICES

Our not-for-profit tax services include tax compliance, tax-exempt status reviews, state & local tax services, and analysis service.

Estate Tax services include estate tax reduction strategies, probate planning, special needs planning, and assistance with charitable contributions.

AGRICULTURAL

Our Agricultural services include bank statement processing, balance sheets, succession planning, and detailed monthly reports.

INTERNATIONAL & EXPATRIATE 
RETURNS

Our International services include preparation of U.S. individual tax filings for U.S. citizens and resident aliens residing abroad, or foreign nationals receiving U.S. source income; reporting Controlled Foreign Corporations (CFC’s) and Passive Foreign Investment Companies (PFIC’s); estate, gift and trust return preparation and planning; assistance with resolving delinquent tax filings through the IRS Streamlined Filing Compliance Procedures; and expatriation tax planning and reporting for renouncement of U.S. citizenship or U.S. green card.