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.
  • Tax resolution for individuals with problems with the IRS, resulting in hundreds of thousands of dollars in settlements and abatements.
  • Architecting & structuring accounting systems for small and medium-sized businesses using Intuit QuickBooks Online.
  • Managing & administrating multi-million dollar assets.
  • Recommending & implementing tax strategies resulting in over six figures in tax savings for our clients.
  • Managing business operations and asset acquisition & divestures of various businesses and industries.
  • Consulting and advising on complex corporate restructuring projects involving multiple entities in numerous jurisdictions (including foreign).
  • 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.