Our Services
Partner with your team of experts including your investment advisor and estate attorney to bring a comprehensive approach to wealth planning
Family meetings and education around tax positions and regulatory updates that are most relevant to your situation
Research services around tax laws and complexities of new legislation
Tax planning for simplification, and reduction of your tax burden including consideration of tax credits and accounting methods
Handle notices or audits with taxing authorities
Tax Advisory
Tax Return Prep
Federal and state income tax preparation services for:
Individuals – Business owners, corporate executives, professional service providers (doctors, lawyers, etc.), real estate investors, energy executives, etc.
Families – Trusts, estates, gifts, generation-skipping transfer tax, etc.
Businesses – Partnerships, limited liability companies, professional corporations, corporations, S corporations, sole proprietors, etc.
Bookkeeping
Services
Provide monthly, quarterly, and/or annual journal entries depending on your needs
Streamline your chart of accounts
Maintain your books and records
Calculate depreciation
