We advise, educate and develop strategies to help our clients address a wide range of challenges

 

Our clients expect, and we deliver, competent and timely handling of their tax and accounting needs. In addition to preparing current year returns and planning for future taxes, we advise our clients as they face new opportunities. For example, our services include:

• Determining the best method for an executive to exercise his stock options
• Educating a couple on the ramifications of the purchase of their new home
• Developing a business owner's exit strategy to fund her retirement
• Advising filmmakers on the best business entity to use for their latest film
• Planning for a couple to pass their estate on to their children and grandchildren
• Managing a retiree's IRA distributions to minimize income taxes

 

Not every decision is strictly financial

We know that our answers must take into account not only dollars and cents but also a client's station in life and appetite for risk