Services

• Personal, Corporate and Estate Tax Planning
  By making certain moves before year end, income tax liabilities can be reduced by deferral or elimination.
• Tax Compliance
  Thoughtful preparation of income tax returns can greatly reduce the chances for audits.
• Raising Capital Through Banking Relationships
  Knowing the right person to contact for a specific business financial need reduces the frustration of loan requests being rejected.
• Written Business Plans
  Lets your lender fully assess risk associated with your business proposal and increases chances of loan approval.
• Corporate Valuations for Buy-Sell Agreements, Matrimonial Proceedings, and Retirement Strategies
  Determining fair market value is an art, not a science. Educational requirements as well as experience are key.
• Start-Up Financial Projections
• Representation before Governmental authorities
  In cases of audits, proper representation increases your chances of a "no change" audit.