Privately Held Businesses
- US Tax Compliance and Planning
- Investment Partnerships
- Foreign Tax Reporting and Compliance
- Closely Held and Family Partnerships
- Multi-State Tax Compliance
- Real Estate Entities
- Various Tax Elections Consulting
- Family Gifting Planning
- Accounting Consulting
- Bookkeeping
Families & Individuals
- Tax Planning, Consulting and Compliance
- Philanthropic Planning
- Stock Compensation - ISO, RSU, ESPP
- Real Estate
- Foreign Tax Reporting, Compliance and Consulting
- Multi-State Tax Compliance
- Emerging Wealth
- Quarterly Estimate Planning and Consulting
Trust, Estate, & Gift Tax
- Gift and Fiduciary Income Tax Return Preparation
- Family and Charitable Gift Planning
- Multi-State Tax Compliance
- Trust and Estate Planning - Including referrals to Estate Attorneys
