Our Expertise

Accounting and Business Advisory

  • o Financial statement preparation
  • o Bookkeeping and controllership functions
  • o Budget Preparation and analysis
  • o Financial forecasts and projections
  • o Local sales and business property tax compliance
  • o Business startup and management consulting
  • o Accounting system setup for new businesses
  • o Accounting software selection and implementation
  • o Business Plans
  • o Due Diligence

Tax and Compliance

  • o Preparation of individual, corporate, and fiduciary returns
  • o Individual and corporate tax planning
  • o Federal, state, and international tax compliance
  • o U.S. tax return and information reporting for foreign business entities
  • o Multi-state tax planning
  • o State and local taxation
  • o Foreign trusts and U.S. Based Trusts, estates, and foundations
  • o Proper entity selection

International Business and Taxes

  • o Foreign Business Investments
  • o Global Tax Compliance
  • o Optimization for structures for investment and business operations outside of the U.S.
  • o Optimization for structures for investment and business operations by non-citizens in the U.S.
  • o Entity selection for cross-border acquisitions and investments