Our Services
Privately Held Businesses
- US Tax Compliance and Planning
- Foreign Tax Reporting and Compliance
- Multi-State Tax Compliance
- Various Tax Elections Consulting
- Accounting Consulting
- Investment Partnerships
- Closely Held and Family Partnerships
- Real Estate Entities
- Family Gifting Planning
- Bookkeeping
Families & Individuals
- Tax Planning, Consulting and Compliance
- Stock Compensation – ISO, RSU, ESPP
- Foreign Tax Reporting, Compliance and Consulting
- Emerging Wealth
- Philanthropic Planning
- Real Estate
- Multi-State Tax Compliance
- Quarterly Estimate Planning and Consulting
Trust, Estate, & Gift Tax
- Gift and Fiduciary Income Tax Return Preparation
- Multi-State Tax Compliance
- Family and Charitable Gift Planning
- Trust and Estate Planning – Including referrals to Estate Attorneys