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

