• Tax planning and compliance Preparation of Federal and State Income
  • Tax Returns
  • Bookkeeping Services: including budgeting, projection of expenses, accounting of revenue, insurance and payment of bills
  • Cash flow management and planning
  • Retirement planning
  • Monthly reporting to client
  • Debt planning
  • Obtaining insurance coverage
  • Assistance with negotiation of real estate purchases, leasing and other major asset acquisitions
  • College savings planning
  • Structuring of entities for business activities (i.e. loan-outs corporations for entertainment clients or personal service corporations for high net worth clients.)
  • Investment review
  • Royalty review assistance, and tracking
  • Estate planning
  • Charitable planning
  • Litigation support