Our Services

QuickBooks Consulting

QuickBooks is the leading accounting software for small businesses.

We provide expert advice to new and proficient QuickBooks users.

We can help you get the most out of your QuickBooks software to streamline your accounting cycle and produce financial statements that are complete and reliable.

Business Formation

If you are contemplating starting a new business, speak with us first.

We can clarify the tax implications of your choice of business entity type.

We will help you navigate local business filings, permits and registrations.

We can also review organizational documents (e.g., partnership agreement) to

ensure that your accounting records conform to those documents.

Tax Planning

Careful tax planning can greatly reduce the impact of taxes on your bottom line. Speak with our tax experts before entering into major transactions. Together we will determine how a transaction can be optimally structured to minimize the anticipated tax burden.

Advanced Tax Research

Bring your most challenging tax questions to us.

For a flat fee, we will provide a detailed, thoroughly-researched

advice letter that summarizes applicable tax laws and

clearly explains the options available to you.

International Tax Reporting

Individuals who own foreign bank accounts or invest in foreign businesses may be subject to disclosure requirements under U.S. law. Penalties for failure to disclose certain foreign assets can be onerous.

Individuals with non-U.S. assets should consult with our tax advisors to determine if their overseas assets are exempt from U.S. taxation.

Audit Defense

If a taxing authority selects your income, sales, or payroll tax returns

for examination, call on our seasoned professionals to develop an effective strategy to achieve a favorable resolution of the audit.

Litigation Support

Tax laws can have profound implications in the context of business litigation.
Attorneys, business owners, creditors and employees are encouraged to speak with our tax advisors before initiating a legal proceeding that involves claims of business torts, breach of contract, shareholder or partner disputes, tax assessments, or creditor claims. Our litigation support services provide an essential roadmap through the potentially adverse tax consequences of positions taken during an arbitration or at trial.