Services
We understand that the world of business finance is always evolving. That’s why our team offers a wide range of services tailored for both individual and business clients.
Business Valuation
With experience with privately held business and individual assets, we offer unparalleled assistance with business valuations and projections. Our team of financial advisors are ready to support existing and growing ventures.
- estate and gift tax returns
- stock compensation awards
- offering memorandums for raising capital
- buy-sell agreement
Tax Planning & Strategies
Our team is skilled in the increasingly complex Internal Revenue Code and ready to support with the planning and reporting for tax strategies.
- Income Tax Planning
- Asset Protection Planning
Estate Planning
With in-depth knowledge of federal and state estate laws, our team can help you plan for your future with minimal tax consequences.
- Estate Planning and Tax Reporting
- Trust and Gift Reporting - We unlock the complexities of the Internal Revenue Code.
Monthly and Quarterly Accounting
We excel at the fundamentals, too. We are here to help maintain accurate and complete accounting records for tax reporting or financing.
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
Get in touch
Let’s Talk
We highly value individualized service, and encourage clients to call us or schedule a meeting. We work hard to get to the root of the issue without long processes, middlemen or red tape.
Call Us Today (918) 584-4800