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- Business and individual income tax returns
- Income tax planning
- IRS ruling requests
- Full service business management and personal CFO services for high wealth individuals, executives, professional athletes, or professional entertainers
- Estate and gift tax planning
- Client representation before tax authorities
- Personal financial statements
- Small business management advice
- Business acquisitions/mergers
- Accounting systems implementation
- Business appraisal and valuation
- Personal financial planning
- Rent-a-controller
- Monthly bookkeeping/financial statements
- Quarterly payroll tax returns
- Assistance in budgeting and forecasting
- Ongoing financial advisory services
- Assurance services (compilation, review or audit)
- Full service payroll preparation company
- Divorce or litigation consulting
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