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  

 
 

Advisory

  


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