No matter their form, all tax, accounting and planning considerations ultimately affect individuals and their families. We adopt a broad view of these issues by assisting our individual clients with the following services:
Define Financial Goals and Objectives
Cash Flow Planning
Preparation of tax returns
Multi-year tax projections and planning
Multi-state tax planning
Family gifting
Charitable giving
Retirement plan alternatives
Stock option planning
Family and insurance trusts
Estate planning
Personal financial statements
Businesses
Small businesses require trusted advisors with expertise in tax issues, general business transactions and the overall business climate. We fulfill that role with the following services:
Preparation of tax returns
Compilation of financial statements
Cash flow planning and projections
Monthly bookkeeping and accounting
Business start-up and selection of entity type
Qualified and non-qualified plans
Lease vs. buy considerations
Trust
We work closely with individuals and their advisors to help them save income and estate taxes with the use of trusts.
Tax return preparation
Distribution planning
Multi-generational gifting
Trust accounting
Bill Pay
Small businesses and high net worth families engage us to do weekly bill pay for their business or household.
Weekly Bill Pay directly to vendors
Monthly reporting provided
Approval process in place to verify payment
Family Office
High net worth individuals engage us to track their finances and coordinate family business. We provide professional oversight and organization through the following services:
Investment reporting
Bookkeeping and check writing
Family meetings
Coordination with other family business consultants
Family mentoring
Estate and Gift Tax
The estate tax has changed drastically in recent years. We closely monitor estate tax developments and provide assistance with the following services:
Goal setting and plan implementation
Link between family and attorney
Wealth preservation
Wealth transfer techniques
Gift and generation skipping tax planning
Charitable planning
Do you need a creative solution for Decision making?
