Advisory Services

  • Small Business Advisory Services
  • Estate & Trust Services
  • Litigation Support Services
  • Technology System Design

Audit & Assurance

  • Audits, Reviews & Compilations
  • Agreed-Upon Procedures
  • Compliance Examinations

Tax Services

  • Business Tax Planning
  • Individual Tax Planning
  • Tax Compliance
  • International Services

Holding Company Services

Advisory Services

Small Business Advisory Services

  • Business start-up and choice of entity consulting
  • Accounting system design, implementation and monitoring services
  • Financial statement preparation and analysis
  • Operations planning and control
  • Succession planning
  • Business valuations
  • Cost segregation services
  • Employee benefit plan consulting
  • Business contraction and expansion
  • Merger, acquisition and liquidation
  • State nexus issues
  • QuickBooks consulting
  • Outsourced accounting, marketing and HR support

Estate & Trust Services

  • Federal estate and state inheritance tax planning
  • Beneficiary designation review to maximize benefits
  • Charitable giving technique recommendations
  • Life insurance needs review
  • Use of trusts and family limited partnerships consulting
  • Federal and state tax return preparation for the estate/trust and beneficiaries
  • Lifetime gifting planning

Litigation Support Services

  • Expert witness testimony
  • Business valuations
  • Business interruption claims
  • Financial damages assessment
  • Divorce calculations
  • Suspected fraud investigations
  • Asset calculation
  • Shareholder and contract disputes
  • Escrow analysis
  • Terminated employee benefit plan audits and other bankruptcy cases
  • Definition of key accounting issues

Technology System Design

  • Network management
  • Security and firewall management
  • IT staffing solutions
  • Cloud computing
  • Disaster recovery and business continuity planning
  • Information systems technology audits and reviews
  • Accounting software solutions

Back to Top…

Audit & Assurance

Audits, Reviews & Compilations

  • Financial statement audit
  • OMB Circular A-133 audit
  • Financial statement review
  • Financial statement compilation

Agreed-Upon Procedures

  • Internal control systems and policies review and evaluation
  • Fraud susceptibility analysis
  • Forensic accounting
  • Budget and cash flow forecasts and analyses

Compliance Examinations

  • OMB Circular A-133 single audits
  • Custody rule compliance examinations for investment advisory firms registered with the SEC
  • IOLTA pre-certifications for law firms
  • HUD cost certifications

Back to Top…

Tax Services

Business Tax Planning

  • Year-round tax planning for your business and owners
  • Cash flow evaluations and development of income shifting strategies
  • Choice of entity reviews for new and existing businesses
  • Consultations with businesses on tax-related matters
  • Multi-state taxation analyses, local nexus and other state tax issues
  • Business valuations and net asset calculations for buy/sell agreements
  • Succession planning
  • Federal and state tax credits
  • Unrelated business income tax (UBIT) consultation

Individual Tax Planning

  • Tax planning and quarterly estimated payment analysis
  • Estate and trust advisory services
  • Retirement planning
  • Social Security planning and analysis
  • Planning updates for tax legislation changes

Tax Compliance

  • Preparation of annual federal, state and local tax returns and information returns for:
    • Individuals
    • Estates and trusts
    • Businesses, C Corps, S Corps, LLCs and partnerships
    • Multi-state organizations
    • Nonprofit organizations
    • Employee benefit plans
  • Tax audit representation
  • Tax appeals and examination resolution

Back to Top…

International Services

Taxation and IRS Reporting Services

  • US tax planning and compliance of foreign-owned US businesses
  • International tax withholding analysis
  • Foreign Bank Account Reporting (FBAR)
  • Statement of Foreign Financial Assets (Form 8938)
  • Certification of tax residency

Consulting Services

  • Choice of entity
  • Changes in ownership/entity structure
  • Treaty-based positions
  • Nexus consulting
  • Expatriate employee taxation issues
  • Accounting software selection

Accounting and Other Services

  • Accounting and bookkeeping
  • Financial statement reporting
  • Virtual office rental
  • Registered agent and mail forwarding
  • Align you with contacts that assist with foreign tax returns, U.S. bank accounts and legal services

Back to Top…

Holding Company Services

  • Delaware subsidiary set-up management
    • Appropriate form preparation and filing, including your application for exemption from
    • Delaware corporate income tax
    • Banking services establishment
    • Delaware-based legal counsel selection and assistance
  • Delaware physical presence establishment
    • Office space assistance and identification in Delaware (subleased, shared or private)
    • Company director, officer and Delaware employee services
    • Delaware nexus regulation compliance annual review
  • Comprehensive accounting and tax planning services
    • Account ledger and accounting record preparation
    • Corporate banking and records reconciliation
    • Delaware franchise tax report filing
    • Employment tax returns and 1902(b) filings
    • Inter-company interest and royalty calculation and administration

Back to Top…