“If you are truly serious about preparing your child for the future, don’t teach him to subtract – teach him to deduct. ” —Fran Lebowitz
TAX PLANNING
Types of clients served:
- Individuals
- Partnerships
- Limited liability corporations
- Corporations
- Professional Practices
Experience includes:
- Capital gain and loss planning
- Taxation of settlements, workouts and bankruptcies
- Choice of entity, including partnerships, limited liability companies and S corps
- Tax planning for professional practices
- Property, sales, and franchise tax planning
- IRS representation
- Penalties & Interest
TAX CONTROVERSY
Types of clients served:
- Business entities
- Tax-exempt organizations
- Individuals
- Estates, trusts and other fiduciaries
- Fair Tax?
Experience includes:
- IRS audits
- IRS administrative appeals
- Pre-filing advice
- Disclosures and tax return positions
- Amended returns and claims for refunds
CORPORATE FINANCE
Types of clients served:
- Entrepreneurs
- Privately held enterprises
- Professional Practices
Experience includes:
- General corporate representation
- Organization of new business
- Mergers, acquisitions and sales of business
QUICKBOOKS AND PAYROLL
Experience includes:
- QuickBooks consulting and setup
- Financial statement preparation
- Payroll production and tax filing
PERSONAL SERVICES
Experience Includes:
- Financial planning
- Retirement planning
- IRA Rollovers
- Insurance
- Life
- Disability Income
- Health
- Employee benefits
- Qualified Retirement Plans
- IRA’s
- SEP’s
- Keoghs