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:
• Business bookkeeping
• Outsourced accounting and CFO services
• 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
International Tax Services
For clients with global interests, we provide specialized international tax services to ensure compliance and minimize taxes:
• Tax treaty optimization
• Transfer pricing analysis
• Expatriate tax planning
• Global mobility services
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)