Estates, Trusts & Gift Tax
Oil & Gas
Real Estate
Small Business

Tax Services

  • Prepare individual, Corporation, Partnership, Limited Liability, Estate and Gift tax federal, state and local tax returns
  • Proactive tax planning and budgeting
  • Representation before Tax Authorities
  • Prepare quarterly, payroll, and sales tax forms
  • Review tax returns and analyze tax consequences of investments
A critical component of every business plan is proactive tax planning & strategic tax mitigation.
Our understanding of the tax law, combined with our clear idea of your business vision, allows us to minimize your tax exposure.

Business Planning

  • Strategize and execute plans
  • Entity Selection
  • Partnering with other professionals (Insurance, Investment & Law)
Our broad knowledge & depth of experience provides us the tools to bring new insight into your business planning. We can advise, assist, or take the lead throughout this process.

Accounting Services

  • Establish proper financial processes
  • Arrange effective accounting procedures
  • Prepare business & personal financial statements
  • Bookkeeping services
  • Assistance with accounting software
Accurate and professional accounting is crucial for business success. Let us work with you to establish and maintain a solid accounting system.

Management Advisory Services

  • Outsource CFO
  • Determine current status & analyze future needs
  • Set measureable goals & establish plan of action
  • Advise on tax effect of business decisions
  • Analyze lease vs. purchase opportunities
  • Review planned mergers and acquisitions
  • Business valuation services
  • Preparation & analysis of cash flow projection
This is where it starts! We’ll get to know you and discuss your challenges. The end result is a detailed plan to help you set a course and build on your success.

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