Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, limited liability companies, trusts, estates, and not-for-profit organizations.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Financial statements – compiled, reviewed and audited – are an integral part of helping a business owner to run a successful business. Financial statements are often required by banks and regulatory agencies in the normal course of business. We are uniquely qualified to assist you with all levels of financial reporting.
We specialize in serving individuals in the entertainment industry, including actors, writers, musicians, artists, producers, and directors, as well as executives and high net worth individuals by handling many day-to-day financial affairs including bill-paying, making bank deposits and reconciling accounts on a monthly basis. We can also assist with payroll processing, tracking licensing and royalty income, acquiring property and assistance with automobile purchases, sales and leases.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Bookkeeping / Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability Company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
We work to assist your investment advisors and certified financial planners to provide information and insight into your financial affairs.