Services Offered

Tax Planning

  • Life changes, such as marriage, divorce, births and deaths
  • Charitable giving, tax loss harvesting, AMT and tax law changes
  • 1031 Exchanges
  • Estate and gift tax

Tax Compliance

  • Individuals, Foundations, Corporations and S Corps
  • Estates and Gifts
  • Trusts
  • Partnerships
  • Quarterly Tax Projections
  • Record Keeping Responsibilities
  • Audit Representation
  • Tax Controversies

Estate Planning

  • Estate and trust tax planning
  • Multi-generational trust tax planning
  • Charitable contribution planning

Business Transition/ Succession Services

  • Transfer of ownership from business to business, a merger or succession
  • Help identifying a buyer
  • Negotiate best price
  • Business legacy planning
  • Tax, financial and wealth planning

Business Management

  • Management and consulting
  • Accounting and tax planning
  • Accounts payable and receivable
  • Scheduling and organization

Family Office Administrative Services

  • Cash flow planning and budgeting
  • Financial statement creation
  • Expenses and bill payment management
  • Tax document management and organization
  • Accurate tracking of income both earned and unearned

Business Consulting

  • Consulting on growth and management
  • Financial services and tax planning
  • Strategic planning and advice
  • Funding assistance
  • Tax structuring and compliance


  • Income tax preparation, compliance and planning
  • Annual, monthly or quarterly financial reporting
  • Bill paying services
  • Bookkeeping
  • Financial statement preparation

CFO Outsourcing

  • Strategic planning and implementation
  • Cash flow management and projections
  • Budgeting and forecasting
  • Audit preparation
  • Key metric benchmarking and trend analysis

Get in touch with Michael now to learn more!