SERVICES

Tax Services

TAX
SERVICES

  • Individual Taxes

  • Business Taxes

  • Fiduciary/Trust Taxes

  • Gift Taxes

  • Stock Option and Restricted Stock Planning

  • Tax Planning for Major Life Events 

  • Information Tax Returns

  • Charitable Giving Strategies

Accounting Services

ACCOUNTING
SERVICES

  • Small Business Accounting

  • New Business Formation

  • Internal Controls

  • Cash Flow Management

  • Strategic Business Planning

  • Sales Tax Reporting

Family Office Services

FAMILY OFFICE
SERVICES

  • Estate Planning

  • Trust Planning

  • Wealth Preservation

  • Foundation Management

  • Custody Account Arrangements

  • Relocation Strategy