Services
Tax, Accounting, and Financial Forensics
The firm offers a variety of services as detailed below.
Much of what we offer can be handled remotely utilizing our secure client portals* and collaboration technology.
*Please note, we are migrating the client portal services. The new service will go into effect on November 1, 2021
Please click the button below for additional information about the portal and our document retention policy.
Tax Services
Compliance
We prepare tax returns for US based nationals and businesses. We have multistate experience and can provide compliance services for all states and for prior years as well.
Planning
You don’t need to wait for tax season to tap our expert knowledge. Thinking about a large purchase or sale? Had a recent life event? Keep us in the loop to make sure your transactions are structured to take full advantage of tax laws to minimize tax impact and to stay proactive on your tax planning strategy.
Conflict Resolution
Are you afraid of the IRS? We’re not. We have worked with federal and state agents on behalf of our clients for many years to resolve matters and achieve reasonable outcomes. We offer a complimentary consultation should you receive correspondence in regard to any tax matter that we were originally involved with.
Accounting Services
Record Keeping and Data Analytics
Financial Crisis
QuickBooks ProAdvisor
Financial Forensics
lost records and Recovery
Fraud And hidden Assets
Divorce and Litigation Support
Free consutation
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