The Firm provides return preparation, tax planning, tax projection, and tax consultation services as needed. These services are available for individuals, corporations, partnerships, estates/trusts, and certain exempt organizations. A significant portion of the Firm's tax work is attributable to tax planning and includes such topics as:
1) Estate and gift planning (including family limited partnerships and succession planning issues)
2) Merger/liquidation/acquisition planning
3) Limited partnership (and limited liability company) formation and operation planning
4) International transaction planning issues.
Financial and bookkeeping services provided by the Firm include financial statement reviews and compilations which are tailored to meet the needs of each client. In addition, special purpose financial reports/services can also be provided to meet the needs of the companies 1) required to present their financial statements in a "prescribed format" (e.g., formats specifically designed for banks, bonding agents and governmental agencies), or 2) required to indicate to certain third parties their compliance with a particular contract. Also, the Firm is available to assist its clientele in the preparation of bank loan packages, business plans, financial projections and financial forecasts.
The Firm's bookkeeping services are custom-tailored to suit the specific needs of the client. The Firm employs a computerized general ledger/financial statement software package capable of providing its clientele with monthly, quarterly, semiannual or annual general ledgers and/or financial statements.
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