Accounting and Management Consulting

  • Preparation and analysis of financial statements
    • Profit and Loss Account
    • Assets and Liabilities
    • Cash Flow
    • Net Worth
  • Cash and Wealth management
  • Variances between actual and budgeted results
  • Comparative results of past and current years financial and accounting data
  • Optimal choices and Implementation of Tax and Accounting Software

Payroll and Employment Issues

  • Preparation of all monthly, quarterly and annual reports
  • Compliance reporting to IRS and states for independent contractors and employees
  • Structuring employee 401 (k), IRAs, other benefit plans and fringe benefits

Income Taxes

  • Individual, corporate, partnership, limited liability companies and trust income tax planning and return preparation
  • Pros and cons in the choice of tax and legal entities
  • International tax issues and treaties
  • IRS audits and representations

Estate Taxes

  • Estate and Gift tax planning and return preparation
  • Estate Tax projections and tax-saving techniques

Financial Planning

  • College and retirement planning
  • Wealth and Income management
  • Asset protection
  • Buy-sell agreements and business plans
  • Life insurance, annuities and mutual funds