As an ally to your business, we administer the entire process in one location to ensure
everything is done accurately, thus saving you time, money, and resources, allowing you to
focus on your business. 

In order to provide services in an efficient manner, we emphasize continual communication throughout all engagements. Our objective is to complete your work on a timely basis in the most cost-efficient manner we can.

Using state-of-the-art systems that ensure the utmost accuracy, security, and efficiency, we provide a wide range of services to businesses in an ever-changing financial and regulatory environment including, but not limited to:

  • 1031 Exchanges And REITs
  • Accounting
  • Accounts Receivable / Payable
  • Advisory Services With Respect To Accounting Methods
  • Asset Protection & International Tax
  • Analyzing The Tax Effect Of Accounting Method Changes
  • Business Exit Planning
  • Business Financing
  • Business Services
  • Business Forecasting
  • Business Valuation
  • Captive Insurance Companies
  • Compilation, Review And Audit Of Financial Statements
  • College Planning
  • Cost Segregation
  • Charitable LLC
  • Conservation Easements 
  • Cost Remediation & Merchant Processing 
  • Calculation Of Net Operating Losses And Their Utilization
  • Day To Day Accounting & Reconciliation
  • Development Of Accounting Systems Specific To Your Needs
  • ECashflow
  • ESOPs
  • Evaluation Of Compensation Issues In Closely Held Entities
  • Evaluation Of Deferred Compensation Arrangements
  • Estate And Gift Planning To Minimize Transfer Tax
  • Financial Statements
  • Financial Projections And Assistance With Financing Proposals
  • Fully Insured Qualified Plans & Cash Balance Plans
  • IDEAL Plan ( Income and Capital Gains Tax Mitigation Specialist)
  • Litigation Support Services
  • Key Employee Retention And Executive/Deferred Compensation
  • Legacy Tree Foundation ( Charitable Giving ) 
  • Life Settlements & Investments 
  • Long Term Care
  • Monetized Installment Sale
  • Outsourced Bookkeeping
  • Payroll Processing
  • Preparation Of Federal And State Income, Estate And Information Returns
  • Premium Financing 
  • Qualified Plans 
  • R&D Tax Credit Specialist 
  • RMD Remedy / Pension Plans 
  • Social Security Timing 
  • Streamlined Bookkeeping
  • Strategic And Tactical Wealth Planning
  • Tax Planning, Preparation & Filing
  • Tax & Estate Planning Attorney ($10m+)
  • Transaction Timing To Minimize Income Tax Considerations
  • Work Opportunity Tax Credits 


Fees are generally based upon the amount of time required at various levels of expertise and responsibility. Our invoices are submitted periodically as work is accomplished so that you can readily relate the work to its cost. Invoices often include amounts of our out-of-pocket expense, such as copies, postage and charges for long-distance calls made on your behalf. While we generally don’t favor fixed-fee billing, we will usually try to estimate the amount of work required for your needs and budget accordingly.

Invest in Your Business

Proactive Planning  | Responsive Communication | Forward Thinking Strategies