OUR TRACK RECORD AND CORE COMPETENCIES INCLUDE:

  • Tax preparation & Tax planning for small businesses with revenue ranging from $0 (startup) to $7 million annually.
  • Tax preparation & Tax planning for individuals with a wide variety of tax situations, in multiple states nationwide.
  • Architecting & structuring accounting systems for small and medium-sized businesses using Intuit QuickBooks Online.
  • Managing & administrating over $15 million in assets.
  • Recommending & implementing tax strategies resulting in over six figures in tax savings for our clients.
  • Managing operations and asset acquisition & divestures of various businesses in the oil & gas, cattle, publishing, and intellectual property exploitation industries.
  • Consulting and advising on complex corporate restructuring projects involving multiple entities in numerous jurisdictions (including foreign).
  • Advising on asset allocation across alternative asset classes such as precious metals, oil & gas, Forex holdings, real estate, lumber, raw land, agriculture, etc.
  • Consulting on private lending arrangements for startup funding and joint ventures.
  • Advising on risk management techniques to minimize and mitigate against worst-case scenario losses.