SERVICES OVERVIEW
FORENSIC ACCOUNTING & EXPERT WITNESS
In civil, criminal, surrogate, and bankruptcy courts.
ACCOUNTING & BOOKKEEPING
Our experienced staff can properly advise a new business in selecting the correct type of entity and assist in the setting up of an accounting system and payroll service.
FINANCIAL STATEMENTS PREPARATION
Meticulous Financial Statement preparation from compilations to certified audits.
FOREIGN TAX REPORTING
Specializing in delinquency filings under various amnesty offers currently in effect, both for unfiled or erroneous personal taxes. Includes work as unfiled foreign account reports (FIRPTA or FBARS).
PERSONAL & CORPORATE TAXES
On going corporate and personal financial planning and timely preparation of corporate and individual tax returns. Proven ability to negotiate successfully with taxing authorities, protecting clients' rights and limiting tax exposure.
STATE RESIDENCY ISSUES
Cases involving residency in New York City, as opposed to residencies in New York State, Florida, New Jersey/Connecticut, or Foreign Country residency.
ESTATE PLANNING
An estate planning strategy to maximize wealth transfers and minimize estate taxes.