• Accounting Method Review and Tax Planning
  • Purchase and Sale of Business-related Tax Advice
  • Individual & Business Tax Planning
  • Federal and State Tax Return Preparation
  • Succession Planning
  • Financial Planning
  • Preparation of Financial Statements
  • Payroll Processing
  • Audits
  • Notary Services
  • Taxing Authority Representation
  • Financial Report Writing
  • Best Practices analysis of Policies & Procedures
  • Small, Woman, or Minority-Owned Business Certification Preparation
  • Business Process Review & Analysis
  • Fixed Asset Tracking
  • Entity Selection (S or C Corporation, Partnership, LLC, etc.)
  • Sales and Use Tax
  • Family Office Services