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Our Services

From Annual Tax Returns and Financial Statements to Sophisticated Advisory Services, We’ve Got You Covered.
  • Entity selection
  • Organizational formation and structuring
  • Interpretation of accounting and tax law
  • Cash flow analysis
  • Deferred compensation
  • Strategic tax planning
  • Acquisition due diligence
  • Purchases and sales transactions
  • Succession and retirement planning
  • IRS and State Tax Representation
  • Reviewed financial statements
  • Compiled financial statements
  • Businesses (S-Corporations, C-Corporations, and multi-member Partnerships)
  • Trusts
  • Estate and Gift
  • Individuals (related to the above)
  • We’re sorry, we are no longer accepting 1040 only clients at this time (including single-member LLCs)

Get in Touch to See How We Can Help. Say Hello!