Client

WE SERVE

  • High-net-worth individuals & families
  • Corporate executives
  • Professionals
  • Business owners

Our firm is ideally positioned to provide excellent personal service and flexible solutions for your financial and legal concerns. We also speak Bulgarian, and Mandarin Chinese. For more information, please contact us.


Tax Services

We prepare federal and state income tax returns for individuals, trusts, estates, partnerships and corporations, estate and gift tax returns, pension and profit sharing plans and foundation returns. We perform tax research, planning and consulting year-round in order to develop tax saving opportunities for our clients as situations arise. We have an ideal combination of finance and legal expertise to respond to notices and represent you before the IRS in the event of an audit. We have a good record of resolving disputes and abating penalties.


Accounting Services

We prepare financial statements and provide bill payment, bookkeeping services and related administrative services for individuals, trusts, partnerships, foundations, and corporations. Our goal is to provide our clients with the accurate and unbiased details needed to make important decisions.


Business Planning

Your business can rely on the solid financial analysis and legal advice we provide. We have the integrity and expertise to analyze your situation and develop a plan for financial success.


Estate Planning/Wealth Management

We can help you develop and implement your estate plan with a range of approaches. We have extensive knowledge in estate planning techniques, tax laws, accounting and wealth management. Of equal importance, we have the experience to ensure your plan is properly carried out.

We can provide legal services you need in forming and maintaining entities, preparing wills and trusts, administering estates and trusts, performing real estate closings, and resolving tax disputes. We build on our existing relationships and context to save your time and resources. We are dedicated to obtaining favorable outcomes for our clients. We take a positive approach and manage all matters efficiently, helping you focus on what is most important to you.