Services We Offer

We are not Stock Brokers

We can work with your financial advisor as needed but we do not sell annuities or manage brokerage accounts. We do tax planning to assist with any retirement decisions. We do advise on timing and implications of withdrawals from retirement plans and planning to minimize future tax burden for our high wealth clients.

Tax Planning

Contact us now before closing a sale or a big event in your life happens. We specialize in setting up timelines and milestones to make the process go smoother. Planning ahead allows opportunities that usually don’t exist after the transaction has happened.

Business Consulting

Planning for forming or continuing an ongoing business:

• Legal structures from a tax compliance standpoint
• Sales / payroll / franchise / personal property tax implications
• Impact of business on other partners / members
• Multi-state operations
• Tax elections and filings to avoid future problems

Accounting System Setup and Maintenance

Assisting with setting up or improving the existing accounting system the business has in place to meet compliance and reporting needs. We can create a strong foundation that your staff can operate. We also work with independent bookkeepers that can assist or maintain the monthly accounting as needed.

Estate Planning / Compliance

Tax planning for the event of a loved one passing and assistance thereafter with the various compliance requirements.

Foreign Reporting

Reporting of assets held abroad and correcting delinquent filings.