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Our Firm

Accounting & Tax Services

Our CPA firm has been providing highly personalized accounting, tax and consulting services to our clients for 30+ years.  We take a proactive approach to tax services. By keeping current on new tax laws, and a strong emphasis on IT-infrastructure/training, we are in a position to efficiently identify key tax planning opportunities that minimize your current and future tax liabilities. We provide our individual and business clients with the accounting and tax expertise and knowledge that they deserve throughout the year.  Our full range of Bill-Paying, Bookkeeping & Accounting Services include:

- Weekly Bill-Payments services, with monthly account reconciliations and reporting,

- Mail processing, Household Payroll processing, Family Office Services

- Bookkeeping (monthly/quarterly/annual),

- General ledger & financial statement preparation for new businesses

- Accounting system software installation/setup-Computerized payroll services
- Business tax return preparation
- Personal financial statements

Tax Services include:

- Tax planning & return preparation for Individuals
- Entity expertise with Corporations, Partnerships, Estates, trusts & gift-tax returns
- Taxing authority representations
- Tax effects of buying/selling a business
Business Consulting Services - Our consulting services include Mergers & Acquisitions expertise, Business Debt and Equity financing expertise, Business valuations, Management consulting, and Software selection/installs.  
Financial Planning, Estate and Trust Services

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.  We take into account the distinctive needs of individuals as well as the family group as a whole, in building a trustworthy and confident relationship with our clients.

Effective Estate 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.

We work together with clients to facilitate the successful execution of their financial planning by providing the following Personal Finance/Concierge Services:

Full bill-pay & mail processing

Relocation/moving assistance

Asset manager reviews

Concierge services

Insurance & risk management

Travel arrangements

Investment Advisory Support Services

As you develop your investment strategy, we act as your sounding board. We can help you and your other investment advisors to build an investment portfolio that takes into consideration the impact of taxes, and produces favorable risk-adjusted after-tax returns. Investment advisory services include:

- Asset Manager selection services
- Due diligence services - Hedge Funds, VC and Private Equity managers
- Performance Analysis on single and multi-manager portfolios
- Back-office services for hedge funds
- Strategic investment planning, including direct investments
- Portfolio allocation analytics, with a focus on low correlation/volatility
- Quarterly Performance Reporting and manager reviews