We Offer a Full Range of Accounting Services for Individuals and Businesses

Individual & Family Tax Planning 

Tax planning and consultation services for individuals and families on a wide variety of tax issues

Corporate Accounting and Taxation

Tax and accounting services including flow-through entities, such as partnerships, S-Corporations, and LLC’s and C-Corporations. 

Financial Planning

Experience assisting clients in making informed and strategic decisions related to business/investment needs, and family legacy  

IRS / State Resolution

Our audit representation and tax controversy services can provide you with the appropriate IRS / state response.

Estate & Trust Taxation

Navigating estate, trust, and gift taxation can be a complex process. Let us worry about the details.

Additional Services Offered

  • LLC Taxation 
  • Quarterly Estimated Taxes
  • Private Equity Fund Accounting & Taxation
  • Tax Settlement – Offer in Compromise
  • Business Incorporation
  • Forensic Accounting
  • Equity Tax Strategy (RSU/ISO/NSO/ESPP)
  • Multi-state questions