ACCOUNTING SERVICES

• Bookkeeping and bank reconciliation
• Preparation of general ledger and financial statements
• Accounting systems set-up
• Payroll services
• Preparation of personal financial statements
• Compilations and reviews

TAX SERVICES

• Representation before the Internal Revenue Service
• Tax planning and preparation for:

  Individuals
  Corporations
  Partnerships
  LLC/LLP’s
  Estates (Form 1041)
  Trusts
  Gifts (Form 709)
  Estates (Form 706)
  Not-for-Profit Entities

• State sales tax preparation
• Florida Intangible Personal Property Tax preparation
• Florida Tangible Personal Property Tax preparation
• Out of state tax returns

INTERNATIONAL TAX PLANNING AND PREPARATION

• International tax planning and preparation for:

  Individuals
  Corporations
  Partnerships
  Estates
  Foreign trusts
  Disregarded entities

• Pre immigration planning
• Post immigration planning
• Inbound tax planning for U.S. investments
• Outbound tax compliance and planning

PERSONAL FINANCIAL PLANNING

• Defining and establishing financial goals and objectives
• Education finance planning
• Retirement planning
• Estate planning
• Investment management and planning
• Risk management planning
• Monitoring planned performance services
• Personal cash flow and budget analysis
• Business succession planning

CONSULTING SERVICES

• Type of business entity selection
• Merger and acquisition consulting
• Quickbooks computer consulting
• Pension and profit sharing plan selection

ELDERCARE SERVICES

• Organizing records
• Bill Paying
• Monitoring assets and investment performance
• Coordination with family and/or attorneys, bankers and other professionals