Services

Wax Myrtle (detail) by Brian Rutenberg

Our goal is to deliver to our clients strategies and ideas that are customized to each clients’ needs and designed to minimize their income tax and estate tax liabilities. Our portfolio of services includes, but is not limited to the following:

Personal Tax Advisory and Compliance Services

Development of tax plan and strategies
Federal and state income tax projections and quarterly estimates
Bookkeeping and business entity accounting services
Preparation of quarterly, annual and other filings for individuals, partnerships, corporate entities and trusts

Business Planning Services

Advice on acquisitions, mergers, reorganizations, divestitures as well as business formation, organization, operation, dissolution
Develop budgets, forecasts, projections
Assist with developing business plans
Advice on compensation, options, benefits, and retirement planning

Estate and Gift Planning Services

Review of client’s current federal, state estate, gift tax situation
Preparation of client Estate Planning illustrations
Developing plans to reduce estate, gift taxes and meet client family needs
Domicile changes and planning these changes