Tax Planning & Compliance

Income Tax Planning & Compliance for Closely held businesses, Professional Services, Fiduciaries, High Net Worth (HNW) and Ultra High Net Worth family offices, Professional Entertainers / Loanout Corps, Ancillary Businesses, and Nonprofit / Exempt Organizations
Accounting / Business Management
Transaction Consulting / Liquidation Events / Business Advisory
Charitable planning / Estate & gift planning / Trust Administration

Management

Bookkeeping: Quickbooks, QBO, Xero, Sage
Business Management & Planning: Reporting and advice to support growth, business strategy planning.
Payables & Receivables: Management of supplier and customer invoices
Sales Tax Filings / Payroll Management
Agreed Upon Procedures / Third Party support

Business Advisory

Reporting: Help principals, stakeholders and directors make informed decisions
Financing: Advice on seeking equity or financing to grow your business
Mergers & Acquisitions: mergers and acquisitions, exit strategy planning, capital gains tax, IRC 1202 QSBS stock transactions