Our Business Tax Compliance and Consulting practice is committed to providing the highest quality service in helping you meet your business tax preparation and compliance needs. We focus on finding opportunities relevant to our client’s specific industry.
Our PFP practice is based upon the belief that each person’s financial affairs and objectives are unique and require customized planning solutions.
Business Valuation Services
We have deep experience in business valuation services in the estate and gift tax, transactional planning and cost segregation areas. We have experience defending our work before the IRS at the examination and appeals level, and have enjoyed great success.
Investment Advisory Services
Our IAS enable you to take a holistic approach to investing, so that all aspects of your investment plan work toward achieving your goals.
Individual and Trust Tax
With a myriad of tax law changes and sunset provisions, personal and trust taxation has never been so complicated and as such the need to seek professional assistance to develop a comprehensive tax and financial plan has never been greater.
We believe it is in your best interest to be fully informed on the many possible ways to safeguard the wealth you have worked so hard to achieve.