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Services

TAX PLANNING AND PREPARATION
1. Individuals
2. Partnerships
3. Corporations
4. Trusts
5. Estates
6. Non Profit Entities
 
ACCOUNTING
1. Bookkeeping
2. Financial Statements
3. Develop, Implement, Review Accounting Systems
4. Financial Analysis
5. Budgeting
6. Financial Management consulting
 
MANAGEMENT ADVISOR SERVICES
1. Financial Planning
2. Assistance in Obtaining Financing
3. Assistance in Selection & Installation of Accounting Software
4. Business Valuation
5. Consulting for Business Start Up
6. Review and Assistance in Selection of Organizational Form
7. Review of Internal Accounting Controls
8. Cost Control Studies
9. Review of Accounts Receivable Collection Systems
10. Review of Insurance Coverage
11. Consultation on Personnel Management
12. Analysis of Capital Expenditures
13. Planning for Business Merger or Acquisition
14. Planning for Business Liquidation or Sale
 
PERSONAL FINANCIAL SERVICES
1. Personal Financial Statements Preparation
2. Investment Analysis
3. Estate Planning
4. Retirement Planning
5. Cash Flow Planning
6. Risk Management
7. Cash Management
8. Receipt Deposit Services
9. Invoice Payment Services
10. Budgeting
11. Planning for Wealth Accumulation
12. Planning for Children's Education
13. Family Office Services
 
LITIGATION SUPPORT
1. Assist with Legal Counsel Selection
2. Assistance to Legal Counsel
3. Determination of Marital Estate
4. Separate vs. Community Property
5. Expert Witness Testimony