Offerings, in General

We provide the following list of standard services to our clients:

Personal Income Tax & Financial Matters:

· Preparation of US Personal Income Tax returns, using state of the art software from Prosystem fx. This includes all affected states, cities, and municipalities throughout the United States.

· Preparation of Use Tax returns for all affected states, cities, and municipalities throughout the United States.

· Preparation of US Gift Tax returns.

· Individualized analysis of specific financial matters, including "lease vs. buy" scenarios.

· Real estate and general investment consultation.

· Preparation of personal financial statements.

Business Tax & Financial Matters:

· Preparation of US Partnership, Corporation, S Corporation, and 1040 Schedule C income tax returns, using state of the art software from Prosystem fx. This includes all affected states, cities, and municipalities throughout the United States.

· Preparation of Use Tax returns for all affected states, cities, and municipalities throughout the United States.

· Monthly, quarterly, or annual write-up, including bank reconciliations and compilations.

· Preparation of statements of financial condition, profit and loss, and cash flows.

· Spreadsheet work including projections and amortization schedules.

· Management consulting.

· Project auditing.

· Pension planning, (through our professional affiliations).

Specialized Business Entities & Situations:

· Closely held corporations.

· Consolidated corporations and affiliated groups.

· Limited liability companies.

· Limited partnerships.

· Real estate investment trusts.

· Joint ventures.

· Management companies.

· Tax-free exchanges and three-way swaps.

· Consultation on sales, mergers, and acquisitions.
 

Fiduciary Tax & Financial Matters:

· Preparation of US Fiduciary Income Tax returns, using state of the art software from Prosystem fx. This includes all affected states, cities, and municipalities throughout the United States.

· Preparation of statements of financial condition, profit and loss, and cash flows.

· Spreadsheet work including projections and amortization schedules.

· Management consulting.

Non-profit Reporting & Financial Matters

· Preparation of US returns, using state of the art software from Prosystem fx. This includes all affected states, cities, and municipalities throughout the United States.

· Annual fund analysis.

· Preparation of statements of financial condition, profit and loss, and cash flows.

· Spreadsheet work including projections and amortization schedules.

· Management consulting.