International tax and EU investors
Client Services

Our firm offers a wide range of services to individuals and business clients. Clients benefit by getting personalized, quality service that is beyond comparison. Below are listed the services that we offer to clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

International Taxation

We have advised numerous European and South American investors wishing to establish U.S. domestic corporations. Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided the firm with an extensive base of knowledge in the area of international taxation.

Go To Top

Tax Planning & Preparation

Tax planning and preparation form a winning combination for successful individual and business clients. Whether you are an individual or a multi-tiered partnership, together we can develop tax strategies that take advantage of new tax laws and best fit your situation.

Go To Top

Tax Preparation

Our firm's significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Go To Top

IRS Representation

During 45 years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Go To Top

Other Services

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Go To Top

Accounting Services

Audit Services

Our role in the financial reporting process is an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Go To Top

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

Go To Top

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Go To Top

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our highly qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Go To Top

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, We can assist you in achieving your company's financial goals.

Go To Top

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Go To Top

Consulting Services

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Go To Top

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We can guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Go To Top

Estate Planning

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. Working closely with a highly respected and trusted estate tax attorney you will be guided through the complex process of getting your financial affairs in order.

Go To Top

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Go To Top