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Satisfied clients across the United States and beyond, delivered through a legacy of professional tax planning and related services which dates back to the 1970s

Foundational Services

• Tax preparation and filing for individual, businesses, fiduciaries including international clients
• ​Ongoing bookkeeping services

Value Enhancement

• Tax planning for individuals and businesses
• New business formation
• Budgeting, payroll and cash flow management
• ​Invoicing and bill pay
• Interim CFO consulting
• Evaluation of special government programs such as PPP or ERC and tax credit programs
• Non-profit advisory

Strategic Advisory

• Strategic planning and business advisory
• Asset protection tax strategies
• Resolution of tax issues and disputes
• Purchase or sale of business or real estate
• Tax-loss harvesting strategies
• Retirement and multi-generational estate planning
• ​Giving, charitable and trust planning
• HNI and UHNI wealth transfer, succession and inheritance planning
• Cross-border consulting

A value-focused advisor, offering a lot more than just expert tax advice

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Delivering Quality Through Honest Execution

Assisting entrepreneurs, professionals, business owners, investors and those that strive to better our lives and communities

Emphasizing on client experience and a solution-oriented mindset we:

• share with our clients key trends and relevant information
• render comprehensive ongoing insights
• provide optimally feasible results through our vertically integrated platform
• deliver a range of professional transactional, compliance, advisory and consulting services
• offer robust tax advice specifically curated for business
• create efficient tax structuring strategies
• help our clients save valuable time so they can pursue new opportunities
• proudly serve individuals, partnerships, corporations, s-corps, fiduciaries and non-profits

Helping individuals and businesses grow, thrive and be more profitable

Have a Tax question?

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