Our Services

Family Tax Services

Our professionals have years of experience and specialize in providing tax services to high net worth individuals, owners of private businesses, corporate executives and family groups. Such services include:

  • Income tax planning and compliance
  • Estate tax and wealth transfer planning
  • Establishment and use of trusts and family limited partnerships
  • Charitable planning, private foundations, charitable remainder trusts
  • Pre-sale income and estate tax planning
  • Cash flow analysis and retirement planning
  • Screener for selection of investment managers

Business Tax Services

We have a team of professionals who specialize in providing tax services to closely held businesses. Such services include:

  • Corporate, S corporation and partnership income tax compliance and consulting
  • Proper accounting methods and procedures
  • Assistance with business entity formation and selection
  • Fixed asset depreciation lives and methods
  • Fixed asset bonus and Section 179 utilization
  • Section 263a and 199 calculations
  • Proper reporting of health and life insurance
  • Proper accrual of deferred income and expenses