“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