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personal services
income tax

- Personal income tax returns & tax refund maximization
- Tax planning to minimize taxes
- U.S. income taxes
- Notice of Objections
financial planning

- Financial planning for investments
- Retirement planning
- Budgeting
- Analysis to assess after-tax returns on acquisitions
& divestitures
- Trusts
estate planning

- Estate freezes
- Probate reduction
- Insurance planning
our client base

Architecture Firms
Authors
Automobile Dealerships
Baby Product Companies
Chiropractors
Communications Companies
Computer Sales & Service Providers
Consultants
Cosmetics Firms
Dentists
Distributors
Engineers
Entertainment Producers
Family Trusts
Fitness Clubs
Holding Companies
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Importers
Interior Designers
Investment Firms
IT Service Providers
Lawyers
Medical Practitioners
Manufacturers
On-line Retailers
Pet-Care Providers
Private Schools
Professional Athletes
Real Estate Firms
Recruiters
Retailers
Traders
Translation Service Providers
Wholesalers
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I want to thank you for the guidance and professional service you have provided me over the past seven years. As an entrepreneur, corporate officer and director of a public company, I am often faced with issues requiring thoughtful analysis and immediate action.
You and your staff have been able to service my needs at a level of professionalism and expertise which I value.
CA-entrepreneur, medical spa services, 400 employees |