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Accounting and tax

  • Business and personal tax returns
  • Trusts returns
  • Estate returns
  • IRS Tax Problems
  • Financial Statements
  • Payroll Preparation
  • Part-time Controller/CFO
  • Lease vs. buy
  • Buying and selling a business
  • Business start up
  • QuickBooks Pro Advisor

Services

  • Financial Services

  • ​Investment Planning
    • Integrated Asset Allocation
    • Portfolio Design
    • Diversification Strategies
    • Alternative Investments
  • Tax Planning
    • Income Tax and Estate Planning
    • Tax Advantaged Investing
    • Charitable Planning
    • Trust Services
  • Income Protection and Asset Protection
    • Long Term Care
    • Disability Protection
    • Income Replacement
    • Creditor Protection
  • Retirement Planning
    • IRA Rollover
    • Income Projection Analysis
    • Fixed Income Strategies
  • Business Planning
    • Business Succession
    • Buy Sell Agreements
    • Key Employee Retention
  • Estate Planning
    • Wealth Transfer and Tax Reduction
    • Charitable Giving
    • Trust Services
  • Insurance
    • Life Insurance Analysis
    • Long-Term Care Insurance
    • Disability Protection
  • Education Planning
    • 529 College Savings Plans
    • Trust Services
  • Special Situations
    • Divorce
    • Incapcitation and Control of Assets
  • Debt Management
    • Creditor Protection



Litigation

  • Business Valuations
  • Economic Damages
  • Divorce forensics
  • Litigation support

CALL US

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915.225.5200

All Matters of Accounting and Taxation