Tax Planning and Preparation
We have vast experience in working in various industries and with clients of all sizes. We offer tax compliance and planning services to assist clients to maximize deductions and minimize tax liability.
Our tax services include the following but not limited to:
- Individual Tax Compliance
- Business Tax Compliance
- Trusts and Estates Compliance
- Income Tax Planning and Projections
- Other Federal and State tax reporting
- S. Taxation of Non U.S. Resident
Financial & Accounting Services
We work with various businesses to provide accurate reports. We assist our clients in understanding their financial reports. We will work with your business to help setup and maintain the bookkeeping.
The accounting services include, but are not limited to the following:
- Financial Reports (unaudited)
- Compilation Reports
- Review Reports
- QuickBooks Services and Training
Financial Planning and Entity Structure
We will assists you in making informed decisions for your business planning or personal planning. We will assist in the setup and entity selection that maximizes your potential for success.
Our consulting services include:
- Business entity selection
- Federal and State taxing authorities setup and registration
- Consulting with attorneys on entity organization and/or estate planning
- Business accounting setup and/or procedures, CFO outsourcing
- FBARs (Foreign Bank Account Reporting)