Big firm expertise, boutique experience.
We’re small on size, big on delivery.
Our Professional Services
Individuals
Comprehensive individal tax planning, compliance, and advisory services
Gift tax planning, compliance, and advisory services
Affordable Care Act compliance and tax incentives
Taylored tax planning and advisory services for high net worth individuals
Family office services, including bill payment and file management
Financial planning and retirement planning, including budgeting
Credit score management and improvement
Businesses
Comprehensive business tax planning, compliance, and advisory services
New business startup advisory services
Outsourced bookkeeping, CFO, and Controllership services
Online accounting software management, including QuickBooks Online and Zero
Monthly or quarterly financial and management reporting
Payroll management and payroll tax compliance
Additional tax compliance services (including tangible tax, sales tax, and more)
Trusts & Estates
Comprehensive trust and estate tax planning, compliance, and advisory services
Decedent estate tax return planning and compliance
Coordination with executors, trustees, administrators, and attorneys
Advisory services pertaining to tax implications of sophisticated estate planning
Trust accounting services
Fiduciary services
Retirement Plans
Comprehensive retirement plan administration and advisory services
Contribution calculations, including cross-tested and age weighted formulas
Compliance testing, including distrimination testing
Retirement plan accounting and administration
Plan design services
Tax compliance and governmental reporting
Tax Resolution
Unfiled tax return compliance and advisory tax services
IRS tax notice management and response
Lien and levy avoidance strategies
Installment agreements and offers in compromise
Penalty abatement
Have Questions?
Let’s talk to find out how we can best serve your needs.