Tax and Other Services
We offer tax preparation services for individuals, businesses, and trusts. In addition, we provide representation before tax authorities.
Trusts & Estates
We offer planning, administration (including trustee services), and both court & non-court accountings.
Personal Financial & Retirement Planning
We offer help in planning for gift-giving and navigating retirement & social security. We also provide analysis for budgets & cash flow as well as bankruptcy & insolvency.
Forensics & Litigation Support
We provide detailed analyses specific to each case that serve as the foundation for testifying in matters as varied as probate, family law, fraud, and construction defects.