Taxation & Wealth Advisory 

 

There are a variety of opportunities to efficiently structure business and investments, but we haven’t found one that is right for everyone. Bespoke tailoring for your tax and wealth planning.

BUSINESS OWNER & HIGH INCOME TAX SERVICES

THE TAX CUTS & JOBS
ACT TAX REFORM STRATEGY
ASSISTANCE WITH
IRS COMMUNICATIONS
CORPORATE FORMATIONS &
TAX STRUCTURING
START-UP 409 A
VALUATION SERVICES
RETURN PREPARATION
AND E-FILE
FEDERAL & STATE
TAX COMPLIANCE

THE TAX CUTS & JOBS
ACT TAX REFORM STRATEGY

A lot has changed, its amazing. Let us tell you about it and what it means for you and your business.

Schedule A Meeting

ASSISTANCE WITH
IRS COMMUNICATIONS

Don’t go into the rainforest alone. We’ll be your proverbial machete.

Schedule A Meeting

CORPORATE FORMATIONS &
TAX STRUCTURING

This is complex. If you dont believe us, run a Google search for “Whats the best business type for me” and see how many conflicting and inaccurate feedback is returned. Our guidance is a function of deep technical knowledge of IRS regulation and state law and practical, real world experience.

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STARTUP 409A VALUATION SERVICES

We apply valuation methodologies and assumptions that are specifically tailored to your unique situation. The valuation methodology follows AICPA and USAPAP guidelines and reports audit defensible.

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RETURN PREPARATION
AND E-FILE

Everything we do in this Income tax and private wealth service line boils down to a tax return and filing deadlines. It’s the least glamorous, but where all the planning comes to a point. Psst… we actually enjoy preparing tax returns and we’re as good as it gets.

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FEDERAL & STATE
TAX COMPLIANCE

The IRS is just one kid on the block – certainly the biggest and badest on the block – but still just one. Each state has a Dept of Revenue with obscure nuances and these are critical for payroll, unemployment and income tax compliance.

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CONTACT US TODAY

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