Do you feel that your accountant takes the time to know you and your business? Our clients do. They know and feel that we care for them, their personal and business taxes, and their financial matters.

Ask yourself:

• Does your accountant provide tax ideas for you or your business?
• Do you know what your current year tax return will look like or does it come as a surprise every year?
• Are you and your business in compliance with your U.S. tax reporting requirements?
• Are your business records up to date and accurate?
• Does your accountant ask about your goals?

Services

Individuals:

• tax planning / projections / minimization
• estate planning
• compliance
• consulting / implications of financial decisions
• U.S. reporting requirements for international transactions
• IRS and state audit representation

Businesses:

• tax planning / projections / minimization
• compliance
• consulting / tax implications of financial decisions
• tax aspects of business sales / purchases and reorganization
• U.S. reporting requirements of international transactions
• IRS and state audit representation

High Net Worth Individuals

Our high net worth clients have special tax considerations: These clients require a high level of tax planning, advice, and technical expertise.

We focus our high net worth clients tax strategies in conjunction with the advice from their investment advisors and estate planers.

Closely Held Businesses

Our privately held small and middle-market business clients rely on our accurate tax planning, tax advice, and tax compliance.