• Audits, reviews, and compilations
• Personal financial statements
• Agreed-upon procedure engagements
• Internal control audits and reviews

• Business startup services including choice of entity and formation
• Maintenance of accounting books and records
• Preparation of payroll and sales tax filings
• Business dissolutions
• Review and implementation of complex compensation arrangements

• Preparation of estate and gift tax returns
• Preparation of fiduciary income tax returns
• Trust and estate administration and accountings
• Private foundations and charitable trust compliance
• Tax planning and compliance for foreign taxpayers with United States activities, including entity classification, branch profits tax, tax withholding, application of tax treaty provisions, FIRPTA issues, ITIN acceptance agent services, and dual-status tax filings

• Tax planning and compliance for United States taxpayers with foreign activities, including foreign earned income exclusion, application of tax treaty provisions, PFIC and SubPart F issues, foreign tax credit maximization, foreign bank account reporting, and compliance for beneficiaries of foreign trusts

• Residency and domicile planning
• Business tax planning and compliance including multi-state and international issues affecting corporations, limited liability companies, and partnerships

• Tax planning, compliance, and consulting for high net worth individuals, their families, and private foundations

• Estate and trust administration, compliance, and planning, including preparation of estate, gift, and fiduciary tax returns

• International tax planning and compliance for businesses and individuals with respect to inbound and outbound transactions

•  Not-for-profit organization compliance services including exempt organization applications and annual federal and state tax filings

• Representation before the Internal Revenue Service, United States Tax Court, and state taxing authorities

• Business startup services including entity formation, maintenance of books and records, and payroll and sales tax filings