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SERVICES

​Personal Financial Planning

Holistic personal financial planning and retirement planning services for young, mid-career and seasoned professionals and executives and business owners and their families. Essential for individuals and couples intent on leveraging the time on their side to make smart, proactive and informed decisions to maximize the benefits and quality of life their financial resources can provide. Plans are reviewed, updated and refined quarterly or semi-annually (client preference). 

 

Personal Strategic Tax Planning 

Strategic tax planning and multi-year and multi-case tax projections and scenario analysis modeling the tax impact key decisions you are contemplating and events you anticipate occuring will have on your projected annual tax liabilities and tax cash outflows essential to know before key decisions are made. Relevant tax laws, strategies and tax savings opportunities are incorporated in the projections. Projections are reviewed, updated and refined quarterly or semi-annually (client preference). 

 

Personal Tax Return Preparation

Timely and efficient Federal and state tax return preparation and quarterly tax estimates for individuals and the trusts they own and/or control prepared in full compliance with Federal and state tax laws capturing the tax savings and benefits planned for, earned and deserved.

Our encrypted and secure file sharing portal provides the opportunity for returns to be prepared in a fully paperless environment for those that prefer this option. Return results can be reviewed and discussed in person, or for those that prefer, in a Zoom meeting. 

 

Business Financial Planning 

Business financial planning, management and CFO-level guidance for business owners intent on efficiently managing they financial affairs, growing their business and optimizing profitability and the personal beenfits of pass-through business ownership. 



 

Business Strategic Tax Planning  

Strategic tax planning for c and s corporations, professional medical corporations, partnerships, LLCs and sole proprietorships to minimize taxable income, maximize deductions, credits and overall tax benefits, and, for pass-through businesses, planning to target and achieve (when possible) desired K-1 outcomes and the personal benefits of pass-through business ownership, such as compensation, benefits and decisions including the PTET. 



 

Business Tax Return Preparation

Timely and efficient Federal and state tax return preparation and quarterly tax estimates (when relevant) for c and s corporations, professional medical corporations, partnerships and LLCs prepared in full compliance with Federal and state tax laws capturing the tax savings and benefits planned for, earned and deserved.

Our encrypted and secure file sharing portal provides the opportunity for returns to be prepared in a fully paperless environment for those that prefer this option. Return results can be reviewed and discussed in person, or for those that prefer, in a Zoom meeting.

 

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