SERVICES

Income tax

  • Preparation
  • Planning
  • Entity selection
  • Back years
  • S-corp/LLCs
  • Payroll referrals
  • IRS audits
  • Stock options

Consultation

  • Buying a business
  • Selling a business
  • Business plans/goals
  • Business finance
  • Retirement/pensions
  • Real estate
  • Trust management
  • Estates

Accounting

  • System set-up
  • Bookkeeper referrals
  • Financial statements
  • Compilations
  • Reviews
  • Projections
  • Benchmarking
  • Special reports

SPECIALIZATION

New businesses

  • Licenses & entity selection
  • Accounting system
  • Payroll vs 1099s
  • Income taxes: minimize & manage

Real estate investments

  • Where and how many units?
  • Financing & maintenance
  • Tax deductions, capital gains
  • Managing tenants

Home buyers

  • How to buy
  • Location: public vs private schools
  • Tax savings,interest,property taxes
  • Exclusion of gain up to 500K

Employees with stock options

  • ISO's, NQ's, & ESPP's
  • Managing–from grant to sales
  • Handling taxes–regular & alternative minimum tax
  • Exercise-sell strategies: aggressive, moderate, conservative