| |
SERVICES
A sample of the services we provide are as follows:
Accounting Services
- Monthly accounting work
- Payroll services
- General ledger and financial statement preparation
- Preparation, Analysis and review of interim financial statements
- Study and evaluation of internal accounting and administrative controls
Estates and Trusts
- Estate taxation
- Planning
- General financial planning
- Estate planning and administration
- Estate and gift tax discounts
- Business succession planning
- Fiduciary Accounting
- Charitable planning
General Business Consulting
- Assistance with budgeting
- Cash flow forecasting
- Strategic planning
- Business succession planning
- Profit recovery
- Management advisory services
Tax Services
- Tax consulting and services
- Tax return preparation for individuals and corporations
- State and local tax consulting
- Use of family limited partnerships
- Representation before federal and state taxing authorities
- Sales tax compliance
- Generation-skipping taxes
| |
