Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Divorce Strategies and Consulting
Where do you start with getting your financial house in order before or during or after the divorce process? What are the tax impacts of certain divisions of property, alimony, etc? We can assist you with these and many other of your divorce questions and can refer you to other professionals as well.
Estate Planning
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Consulting
In order to prepare for financial challenges that may present themselves and increase your financial security, it is important to review all facets of your financial life. Knowing your current monthly budget, writing down and discussing your short and long term goals, planning for kid’s education, considering insurance needs (life, disability, long term care, etc), and doing estate planning (wills, durable Power of Attorney, special trusts, etc) are all esential.
Planning for your financial future can seem scary and time consuming. We can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. We can also recommend other professionals to consult for specific needs (like attorneys, stockbrokers, insurance providers). In addition, we are happy to work with any other financial professionals you currently have in place to assist you in achieving your goals.
Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor with questions on building an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
IRAs, Pension and Profit Sharing Plans
IRAs (both Regular and Roth) can provide significant tax advantages to individuals and Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of plan that will best serve your retirement needs and those of any employees.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.