We pride ourselves in having the ability to have our tax team work closely with our investment team to ensure the best planning possible for our clients.

Specific services we provide include corporate, personal and estate tax planning, tax-advantaged investment evaluation, tax examinations and appeals, estate and gift tax returns, trust tax returns, business succession planning, accounting system design and enhancement. We provide quality, personalized, professional tax advice at an affordable price.

 

 

Taxation

  • Personalized Tax Preparation: Individual, Partnership, Corporation, Estates, Trusts and Exempt Organizations
  • Tax planning for individuals and businesses
  • Audit assistance or representation before tax authorities
  • Online research capabilities for Federal and all 50 states
 

Accounting Services

  • Financial statement analysis and preparation
  • Bookkeeping
  • Sales tax returns
 

Business Consulting

  • Business Entity Design: Sole Proprietor, Partnership, Corporation and Limited Liability Company (LLC)
  • Business plan design and execution
  • Analysis of business direction and strategic planning
  • Fringe benefit evaluation

 

*Please Note: Tax and Business Services are separate from Wealth Management Services, and are provided per the terms and conditions of a separate engagement and fee.