Tax compliance - Ensure you are fully compliant, receive the breaks you’re entitled to, and make you aware of any other opportunities. Practice focus areas:
o Individuals, couples & families - Typically will have sophisticated and / or sensitive tax needs
o Businesses – All organizational forms supported
o Estates of decedents and decedent’s final tax returns
o Quarterly tax estimates and filings
o Responding to IRS inquiries
Tax advice, planning, and consulting – Receive catered advice. Example practice areas:
o Year-end tax planning – Charitable giving, tax gain and loss harvesting for investments and more
o Retirement planning – Maximize savings and minimize taxes
o Education planning – Ensure you maximize tax advantages to save for your child's education
o Entity selection and new business setup – discuss options to protect your business and assets, minimize taxes, and fit your business needs
o Issue research – Many opportunities require a deeper understanding and appropriate research to ensure you receive the best possible advice and achieve the best overall result
Accounting & Finance Services – Some services might be provided by us, while we may assist in sourcing / vetting other service providers depending on your needs and our availability. Example practice areas:
o Interim Chief Financial Officer "CFO" services & related support of that office
o Strategic Planning
o Business process improvements
Broad Financial & Risk Management Advice – While we don't offer specific investment advice, we can provide essential financial guidance on numerous related topics. This includes risk management considerations for you and your business (such as the optimal form of ownership and uses of insurance), and financial modeling to analyze various scenario outcomes (e.g., Roth Conversion strategies) and more. We can collaborate with your existing advisors (e.g., financial advisor, estate attorney) to ensure your plans are expertly executed. Furthermore, we can connect you with specialists from our extensive network for more nuanced needs like business valuation, cost segregation, and other complex tax strategies requiring focused experts.