Tax Returns

• Businesses

• Individuals

• Estates and various types of trusts

• Gifts

• Payroll

Financial Statements

• Audits

• Reviews

• Compilations

• Personal financial statements

The Company is proud of a history of unqualified peer review reports since its inception.

Businesses

• Corporate structure and organization

• Retirement plan establishment

• Buy/sell and succession agreements

• CFO-type duties

• Loan arrangements

• Investment calculations

• Bookkeeping & accounting assistance

Individuals

• Estimated and withholding tax calculations

• Retirement distribution planning

• Representation before the IRS

• FIRPTA withholding

• Wealth transfer structuring

• Tax optimization

• Investment calculations