Financial Services

• Financial statement preparation: reviews and compilations.
• Balance sheet.
• Bank & credit card reconciliation.
• Statement of cash flows.
• Financial forecasts & projections.
• Break even analysis.
• Ratio analysis.
• Monthly, quarterly, and annual financial reporting statements.
• Implementation of new accounting software packages.
• Bill paying services.
• Business management.
• Accounting assistance.
• Bookkeeping.
• General ledger review.
• Financial assessment reports.
• Business start-up consulting.
• Budgeting and forecasting.
• General business consulting.
• Employee benefits consulting.
• Assistance in the selection of accounting methods, legal organization and financial reporting.

• Accounts payable/receivable.
• General ledger accounting.
• Account reconciliations.
• Fixed asset management.
• Month, quarterly and year-end closings.
• Payroll tax and sales tax return preparation.
• Cash flow management.
• Implementation of new accounting software packages.

• US & BAH audit form.
• International Financial Reporting Standards (IFRS).
• Proposed standards.
• Plan of regulation
• Agreed-upon procedures/Due diligence.
• Compilations.
• Forecasts and projections.
• Consultation to company management regarding the application of GAAP.
• Reviews.
• Accounting assistance.
• Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

For individuals:

• Tax compliance and planning.
• Tax return preparation.
• Personal income tax planning.
• Estate and gift tax planning.
• Estate and trust administration.
• Financial planning.
• Tax services for U.S. citizens abroad.

For businesses:

• Tax planning and representation.
• Payroll and sales taxes.
• Sales and payroll tax return preparation.
• Income tax return planning and preparation.
• International tax planning.
• Form of ownership and employee benefits tax planning.
• Form 1065 partnership.
• Form 1120 corporations.

• Employee Benefit Plans.
• Check Preparation or Direct Deposit.
• Federal & State Tax Payments.
• Payroll earnings reports.
• New hire reports.
• Tip Reporting.
• Federal & State Quarterly payroll tax returns.
• End-of-year reports (W-2, W-3, 1099, 1096).

• Buy/sell agreements.
• Transfer/sales of business.
• Estate & gift tax matters.
• Succession planning.

Pension Planning

• Strategies to maximize owner's contributions.
• 401(k) and pension solutions.

Business Succession Planning

• Keyman and golden handcuff strategies.
• Creation of plans that consider the objectives of both the current and future generations.

Estate Tax Planning

• Trust coordination.
• Life insurance funding to create liquidity.

Group Benefits

• Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.

• Funding of start-ups ans small businesses.
• Working capital loan.
• Equipment financing.
• Franchise financing.

• Capital raising.
• Financial restructuring.
• Buy-side (M&A advisory).
• Sell-side (M&A advisory).
• Public and private placements.