Our Services

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INCOME TAX COMPLIANCE SERVICES:

Individual Income Tax Returns

Business Income Tax Returns

  • Corporations
  • S Corporations
  • Partnerships
  • Limited Liability Companies (LLCs)

Other Income Tax Returns

  • Estate, Gift and Generation Skipping Transfer Taxes
  • Trusts
  • Non-for-Profit Organizations

Tax Provision Assistance

IRS Audit and Controversies Assistance

CONSULTING AND OTHER SERVICES:

Federal and State Income Tax Planning

Process Improvement Advisory Services

Family Office / Personal CFO Consulting

Litigation Support

  • Property Tracing
  • Forensic Accounting
  • Separate Property Tracing
  • Alternative Dispute Resolution
  • Assistance With Discovery
  • Document Requests

Document Review

  • Partnership Agreements
  • Trust Documents
  • Wills