Services

Tax Services

  • Personal Tax Preparation
  • Business Tax Preparation
  • Tax Planning

 Estate Planning

  • Wealth Preservation
  • Estate Liquidity
  • Charitable Transfer Planning

Business Solutions

  • Business Transfer
  • Business Succession
  • Wealth Accumulation

Retirement Planning

  • 401(k) Plan and Administration
  • Non-Qualified Retirement Planning

Consulting

  • CFO Services
  • Corporate Restructuring
  • Special Projects

Real Estate Investment Trust Tax Services

  • Annual Earning and Profit Study
  • FAS 109 Tax Accrual
  • Quarterly Testing
  • Annual Income Test
  • Tax Compliance
  • Sarbanes Section 404 Compliance Procedures

Financial Reporting

  • Month End close/Compilation
  • Review & Audit Services