Our Services

Monthly Accounting and CFO Services

QuickBooks Online, QuickBooks Desktop and and other accounting software Set-up, support and training

Monthly Bookkeeping

Financial statement preparation

Quarterly and Annual Reviews 

Controllership and CFO Services

Month and year-end closing maintenance

Budgets, proformas and projections

CFO, controller and bookkeeper staffing

Personal financial statements

Tax Return Preparation


 Individual (Form 1040) - Federal, State and Local tax returns  

S and C Corporations   

Foreign Corporations 

Partnerships (Multi-Member LLC’s) 

Limited Liability Companies (SMLLC’s)  

Trusts, estates and gift tax returns Non-Profit and other tax-exempt entities and private foundations.  

Foreign information forms including Forms 926, 3520, 3520-A, 5471, 5472 and TD F 90-22.1.  

Foreign persons’ U.S. source income including Forms 1040NR, 1042, 8804, 8805 and treaty positions. 

Tax Planning (Individuals and Businesses)

 Income tax projections for both Individuals and Corporations

Year round tax planning and tax estimate calculations  

Tax credits analysis  

Planning for investment purchases and sales transactions

Scenario analysis utilizing various tax deferral strategies 

All Real Estate related issues and 

opportunities  (this is one of our specialties)

Assistance in structuring partnerships and LLC operating agreements  

Divorce Issues

Start-up and Business Acquisition Services


Choosing the right type of entity for your business venture


Incorporation services (Sole proprietor, LLC, etc.)

New business start-up consultation

 Business Acquisition Due Diligence  




Overhead analysis

Capital acquisitions

Lease vs. buy analysis


Financing assistance


Business plans

Real Estate

Real Estate Professional Consulting 

Investment Management Support

Cost Segregation Studies

1031 Exchanges