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           Last Updated: Nov 3, 2025 
          
          
          
          
          
          
          
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    - Individual income tax planning, consulting and tax return preparation
 
    - Income tax planning and consulting for corporations, partnerships, LLCs and sole proprietors
 
    - Accounting and bookkeeping
 
    - State and Local Tax (SALT) -- investment tax credits, sales and use tax, nexus determination, property taxes, etc.
 
    - Accounting software assistance - QuickBooks
 
    - Compilations, reviews and audits
 
    - Outsourced controllership
 
    - Incorporations and business entity formation
 
    - Business loan assistance
 
    - Debt restructuring
 
    - Litigation support
 
    - Succession planning
 
    - Budgeting and financial projections
 
    - IRS problem resolution and E-file
 
    - Alternative Minimum Tax planning
 
    - Expert tax witness
 
    - Tax opinions
 
 
           
          
          
          
          
          
          
                    
          
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