Services

Tax Planning

  • Federal and state income tax planning and filing
  • Trust and estate tax planning and filing
  • Assist attorneys with estate planning

Advising

  • Transactional business advising, such as the sale, purchase, or reorganization of a business
  • Advising on accounting software, controls, and procedures
  • Advising on payroll processes and solutions
  • Provide entity start up considerations and tax planning
  • Personal financial planning

Valuation

  • Business valuations
  • Valuations for estate planning and administration
  • Litigation support