OUR EXPERTISE

Our boutique firm offers personalized tax planning and compliance for high net worth families and clients with complex tax situations.  Our background and experience allows us to deliver high level knowledge and advice to our clients with a focus on proactive planning and communication.

Tax Compliance

  • Individual Federal & Multi-State Income Tax

  • Business Tax: Corporations, Partnerships, & LLCs

  • Fiduciary Tax: Trusts & Estates

  • Gift & GST Tax Filings

  • International Tax: Foreign Income & Asset Reporting

  • IRS & State Audit Representation

COMPREHENSIVE PLANNING & High Net Worth

  • Long-Term Income Tax Planning

  • Quarterly & Year-End Income Tax Projections

  • Gift & Wealth Transfer Tax Planning

  • Trust Structuring & Distribution Planning

  • Family Limited Investment Partnerships

  • Charitable Giving Optimization

  • Coordination with Client’s Team of Professional Advisors

Complex situations

  • Business Formation & Entity Structuring

  • Stock Option Planning

  • Executive & Deferred Compensation

  • Tax Deferred Real Estate & Section 1031 Transfers

  • Section 1202 Qualified Small Business Stock

  • Retirement Planning

  • Business Succession Planning

Family Office Services

  • Consolidated Net Worth & Financial Activity Reporting

  • Recordkeeping of all Personal & Investment Transactions

  • Expense Management & Bill Payment with Customized Approvals & Procedures

  • Cash Flow Budgeting & Monitoring

  • Coordination of Major Life Events

  • Administration of Alternative Investments (Tracking, Capital Calls, & Distributions)

  • Insurance Review & Risk Management

  • Portfolio Performance, Asset Allocation Reporting & Benchmarking

Accounting & CFO

  • Accounting & Bookkeeping

  • Quickbooks Online

  • Bank Reconciliations

  • Financial Statement Reporting

  • Cash Flow Analysis & Projections

  • Processing of Invoice & Bill Payment

  • Monthly & Quarterly Financial Analysis