·        Estate Tax Valuations

·        IRS Representation

·        Tax Compliance Advice

·        Income Tax Planning

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Litigation Support Services and Dispute Resolution

Through our varied experience and training in valuation, we can determine business valuations for estate and gift tax purposes, sale or acquisition, loan financing, marital dissolution, partner or stockholder disputes, and insurance. 

In family law, we can determine separate versus community property interests, tracing, support calculations, income determination, and tax issues.  In civil litigation, we can determine lost profits, forensic accounting, and professional liability.

·        Business Valuations

§         Loss of Income

§         Business Dissolution

§         ESOP Valuations

§         Estate and Gift Taxes

§         Litigation Support

§         Merger, Acquisition & Liquidations