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Our Services:

Tax Compliance

Services to assist individuals and business comply with tax laws and regulations. The services include federal, state, and local reporting obligations.  

  • Indiviual returns
  • Business returns
  • Trust Returns 
  • Not for profit returns
  • Gift tax returns
  • FBAR compliance and reporting
  • Payroll tax returns
  • Excise tax returns
  • State sales tax returns
  • Tax audits and examinations  
  • FBAR compliance and reporting
  • Tax audits and examinations
  • Tax agency notices
  • Household employee compliance
  • Penalty abatement

Tax Planning

Our tax planning service provides consultation with a tax professional in order to devise strategies for managing your assets and financial transactions from a tax perspective.

  • Income tax planning and projections 
  • Transactional planning 
  • Entity selection
  • Contract reviews
  • Asset coordination
  • Tax optimization and deferral strategies
  • 1031 and 1035 exchanges
  • Mergers and acquisitions 
  • Entity choice 

Bookkeeping and CFO

We provide customized business solutions ranging from basic bookkeeping to CFO functions thus allowing business owners to focus on their operations while partnering with a cost efficient financial team. 

Investment Advisory, Insurance and LTC

Through our investment advisory and insurance services, we partner with clients to develop individually customized financial plans that take into account their resources, goals, risk tolerances, major life changes, and help prepare for possible unforeseen events. We coordinate with legal advisors in reviewing wills and trusts, helping preserve our clients’ estates for their intended heirs through ensuring proper beneficiary designation.

We strive to provide options and resources that can reduce exposure to estate taxes and probate costs while building long term wealth. We often work with our clients’ entire families because legacy planning is not just about the financial and legal aspects, it includes the transfer of knowledge to the next generation.

  • Financial planning 
  • Investment management  
  • Employer sponsored IRAs
  • Retirement Distribution planning
  • Asset optimization and allocation analysis
  • Family wealth management 
  • Children's education funding planning  
  • Risk analysis
  • Portfolio analysis
  • Rollovers and private management
  • Life insurance and Long-term care

Social Security, Pension and Retirement

Assist clients in preparing for the next chapter including a deep dive into social security, pension, and distribution planning. Recommending investment and accumulation strategies to help you address your children's education expense needs.

  • Retirement planning and counseling
  • Pension planning 
  • Social security planning 

Legacy and Estate Planning

We assist our clients with custom financial strategies that prepares them to pass on their assets to a loved one or chosen benefactor after death. We assist in determining your asset allocation needs, helping you understand your risk tolerance, and recommending appropriate investment vehicles designed to help you reach your goals.

  • Succession planning
  • Estate tax planning 
  • Estate planning for second married  
  • Estate planning for unmarried couples 
  • Postmortem estate planning 
  • Asset selection to fund trusts 
  • Supporting a relative planning 
  • State domicile and residency planning 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  440-526-0126