TAX & ACCOUNTING

Thoughtful tax planning, preparation and consulting are critical to each organization’s & individual’s success. Our team is ready to assist, offering the following tax & accounting services:

Federal Tax Services
•Business tax returns
•Individual, estate, gift and trust tax
•Tax accounting methods
•Elections and tax positions
•Examination representation
•Financial statement presentation of income tax liabilities
•Exempt organization tax

State and Local Tax Services
•Income and franchise tax returns
•Multi-state tax returns
•Voluntary disclosures
•Property tax filing & consultation
•Procedure reviews


Personal Financial Services
•Individual Income Tax Planning and Compliance
•Closely-held Family Business Planning
•Philanthropic Planning and Compliance
•Family Office Services
•Estate Planning and Compliance
•Trust and Estate Administration


International Tax Services
•International assignment services
•Due diligence
•Foreign tax credits and earnings repatriation
•Asset transfers


Accounting Services (for Small Businesses only)
•Preparation and analysis of financial statements
•Customized financial reporting on monthly, quarterly and annual basis
•General ledger bookkeeping and analysis
•Preparation of amortization and fixed asset depreciation schedules
•Preparation of Forms 1099, 1096 and other year-end information reports
•Development and implementation of policies and procedures