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Business Services
  • General business planning
  • Part-time CEO
  • Accounting and office procedures
  • Business succession planning and strategies
  • Fixed price monthly bookkeeping and tax preparation
Business Start-up
  • Business plans and market analysis
  • Competition profiles
  • Strategic planning
  • Choice of entity
  • Accounting system set‐up
Tax planning and preparation
  • Year-end and long-term tax planning
  • Tax preparation
  • Multi-state payroll advice
  • Sales and use tax compliance
  • Choice of entity analysis
  • Retirement plans
  • Employee vs. independent contractor
Estate Planning
  • Avoid probate court
  • Utilization of passive and capital losses before death
  • Basis step-up of assets
  • Minimizing gift and estate taxes
  • Increase in lifetime exemptions through 2025
  • Transfer of exemption to surviving spouse (portability)
Decedent’s Final 1040 and Probate Court
  • Prepare final form 1040
  • Prepare income tax return of probated estate
  • Prepare IRS Form 56 for executor
  • Post‐mortem tax planning
  • Probate inventory and accounting
  • Review prior tax returns and financial documents to locate assets
  • Trust income tax returns
  • Preparation of trust accounting
Litigation Support
  • Review of accounting records and tax returns
  • Expert testimony on tax and accounting issues
  • Calculation of lost profits
  • Preparation of court exhibits