SERVICES


We recognize the uniqueness of every client and business entity. Accordingly, our services are tailored to the specific needs of each client and fall primarily into two categories: Wealth Preservation and Entrepreneurial Advisory.


Wealth Preservation Services

  • Estate and Gift Planning
  • Tax Controversy Services
  • Litigation Support/ Forensic Accounting
  • Personal Financial Statements
  • Income, Estate and Gift Tax Return preparation

Entrepreneurial Advisory Services

  • Structuring new business ventures including foreign investment in U.S. real estate
  • Tax efficient structuring of acquisitions or dispositions of business units
  • Corporate tax department outsourcing including accounting for income taxes
    under SFAS 109 and FIN 48
  • Retirement and Succession Planning
  • Tax Return Preparation
  • Review and Compilation Services