- 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)