Attest Services
- Audited, reviewed or compiled financial statements
Tax Services
- Sophisticated tax planning
- Federal Income Tax Planning
- State & Local Taxation
- Estate Planning in conjunction with your attorney
Family Business Consulting
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Succession Planning
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Operational Issues among family members
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Family Office for bill paying, investment measurements and document retention
Closely-Held Businesses
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Documenting Accounting Policies and Procedures
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Designing Internal Control Procedures
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QuickBooks Consulting
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Outsourced Controller or CFO functions