Tax Services

  • Federal/State tax filings for entities.

  • Federal/State tax filings for individuals.

  • Tax strategy planning and implementation.

  • IRS/taxing authority representation.

Financial

  • Strategies for owner’s contributions.
  • 401(k) and pension solutions.

  • Trust coordination.

  • FIRE planning and implementation.

Accounting

  • Transaction and journal entry categorization.

  • Reconciliation of bank and credit card accounts.

  • Quarterly financial statement reports.

Business Startup

  • Advice on business structures and relevant elections.

  • Business registrations for federal and state IDs.

  • Setup planning for initial tax and accounting implications.

Industries

Wide scope of specialty and niche industry practices.

Physicians

  • Debt paydown strategies
  • Financial planning for high income attendings
  • Financial planning for residents
  • S-Corp strategies in private practice

Real Estate Investors

  • Residential and nonresidential rental properties
  • 1031 exchanges
  • QOZ investments

Dentists

  • Private practice tax advice and planning
  • Bookkeeping for private practice

Small Business Owners

  • From coffee shops to wedding rentals – we can help with all things tax and bookkeeping
  • Business startup and LLC formation advice
  • Proactive tax planning from the start

High Net Worth Individuals

  • Trust and estate taxes
  • Gift and inheritance taxes
  • Tax planning for accredited investors in higher risk and more complex investments

Tech & Start-Ups

  • RSUs and stock option incentives
  • Tax planning for buyout of private companies

Get a personal consultation.

Please reach out and to schedule a complementary consultation call.