Our Services
Tax Preparation & Compliance
Our firm provides expert tax preparation and filing services for individuals, businesses, and nonprofits:
Individual tax returns (Form 1040)
Partnership tax returns (Form 1065)
Corporate tax returns (Forms 1120 and 1120S)
Nonprofit tax returns (Form 990 and BCO-10)
Federal, state, and local tax returns
Business Tax & Accounting
We support businesses at every stage of their growth, offering comprehensive bookkeeping and tax services:
Fractional CFO
Outsourced accounting
QuickBooks ProAdvisors
Financial controller services
S corporation, LLC, and partnership structure strategy
Start-up business tax planning and self-employment advice
Implementing tax-saving plans for complex tax issues
Specialized Tax Planning & Strategy
We provide detailed tax planning strategies designed to minimize liabilities and maximize savings:
Equity compensation (incentive stock options, restricted stock units)
Tax projections, estimated payments, salary annualization, and tax regulation consulting
Coordination with financial advisors for integrated financial planning
Year-end tax planning and income deferral/acceleration strategies
Retirement and estate planning
Structuring investments for tax efficiency
CFO & Controller Services
Our outsourced CFO and controller services offer strategic financial management to help businesses grow:
Financial forecasting and budgeting
Cash flow management
KPI analysis
Strategic financial planning
Advanced Advisory Services
We offer high-level advisory services for businesses looking to optimize operations, make strategic decisions, or plan for the future:
Business valuation services
Mergers and acquisitions (M&A) consulting
Succession and exit planning
Business process optimization
Wealth Management & Family Office Services
We help high-net-worth individuals and families protect and grow their wealth through tax-efficient strategies:
Comprehensive tax planning and compliance
Investment advice and estate planning
Philanthropy planning
Forensic Accounting & Litigation Support
We provide expert forensic accounting services to uncover financial discrepancies and support legal cases:
In-depth forensic accounting investigations
Litigation support, including expert testimony
Cost Segregation Studies
For property owners, we help reduce tax liabilities through detailed cost segregation studies, enabling accelerated depreciation deductions.
Research & Development (R&D) Tax Credits
We assist businesses in identifying and claiming valuable R&D tax credits, ensuring they receive the maximum benefit while staying compliant with regulations.
State & Local Tax (SALT) Services
Navigating state and local tax compliance is complex. We provide tailored services to help minimize liabilities and ensure compliance:
Multi-state tax consulting and compliance
Securing tax credits and incentives
Sales tax audits
Additional Services
We also offer the following services to meet our clients’ needs:
Public notary services
Business payroll and nanny taxes (referral to our recommended payroll specialist)