Tax Planning and Return Preparation

• Development of strategies for minimizing tax liabilities within limits of tax law and regulations.
• Preparation of tax returns for all types of entities individuals, corporations, partnerships, fiduciaries, estates, etc.
• Preparation of tax return pro-formas to determine potential taxes.
  

Accounting Services

• Design and implementation of accounting systems tailored to the specific needs of the client.
• Ongoing maintenance of client's general ledger, either manually or by in-house computer.
• Compilation of periodic financial statements as required by the client.
  

Business and Financial Consulting

• Personal financial planning for individuals.
• Consultation regarding personal or business cash flow requirements, with review and cost comparisons of alternative sources of financing.
• Preparation of budgets to provide better perspective of progress toward financial goals.

Estate Planning

• Review of community and separate property holdings and analyses of existing plans for their disposition in case of death. Presentation of alternative estate plans with review of consequences as to probate fees and estate and inheritance taxes.
• Service as executor for estates and trustee for trusts.
  

Litigation Services and Business Valuation

• Function as forensic accountant and provide expert witness testimony in court.
  Determine value of businesses and related goodwill for marital dissolutions, purchases, liquidations, buy-sell agreements, and estate taxes.

Insurance

• Estate planning insurance needs.
• Current evaluation of existing life insurance needs.
• Long term care disability insurance needs.
  

Management Services

• Evaluation by an experienced outsider of management problems, their sources, and possible methods of resolution. Covers such areas as personnel management, inventory controls, site location, organization, computer selection, and computer installation and operation.