Services
Estate and Trust Tax Preparation
  • Charter Schools
  • Employee Benefit Plan Audits
  • Estate and Trust Tax Preparation
  • Forensic Accounting
  • Fraud Prevention and Protection
  • Internal Controls Review
  • IRS Representation
  • Mergers and Acquisitions
  • Outsourcing
  • Tax Planning and 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.