We provide a wide range of services to business owners, professionals and individuals in a variety of industries. My team and I strive to meet each client’s specific needs in planning for your future and achieving your goals in a tax efficient way and in an ever-changing financial and regulatory environment.
Advisory
• Leveraging Bank Financing expertise & Debt Restructuring
• Cash Flow Projections
• Extensive Personal Financial Planning and Analysis
• Planning, Analysis and Execution of Business Planning
• Controlling costs and Increasing Efficiency & Productivity improvements
• Risk Mitigation against Cash Loss, employee & vendor fraud
• Cybersecurity
Tax Management & Compliance
• Personal Income Tax Planning & Tax impact Projections
• Corporate Tax Planning and Return Preparation
• International Taxation
• Audit and Tax Schedules
• Family Wealth Services
• IRS Representation
Accounting Services
• Advanced Quickbook Bookkeeping & Bank Cash Mgt. Services
• Accounts Receivables & Payables, observations and cycle mgt. services
• General ledger and Financial Statement Preparation
• Accounting system set up and support
• Bank Account reconciliations, independent for Fraud Prevention
• Sales Tax and Payroll Tax Preparation
Mergers, Acquisitions and Divestitures
• Deal analysis to determine Valuation
• Cash flow evaluation for maximum impact
• Perform financial and Tax Due Diligence
• Negotiation Support
• Definitive Agreements and Management Advisory Support
• Post-Transaction Integration Services
• Transaction & Due Diligence
Estate & Trust Planning
• Preparing a Comprehensive Estate Plan
• Estate Planning
• Estate Tax Returns
• Gift tax returns
• Trust Planning and charitable gifting
• Succession planning and Business Continuation
• Buy/Sell Agreements
• Preparing your Trust for ease of Administration
• Ensuring proper Documentation, Funding and Accounting