We do many things and we do them well...
Tax Advisory / Preparation / Federal & State Audit Defense
If you live in California, or Northeast states, the tax cut is not a cut at all. We pay more because of our inept state and local governments. What can you do?
Captive Insurance
Assuming your own risk is legal and has great benefit. There are hoops, but we can handle these for you. Have you heard abut using a captive insurance company for employer-sponsored group health insurance? We have the tools and expertise to assist you.
Business Advisory and Consulting Services
We are entrepreneurs as well and can offer assistance with bank financing, business plans with forecasts, finding investors; consulting on structural, tactical and management issues and much more.
Estate & Gift Planning
The Tax Cuts and Jobs Act significantly changed the landscape with respect to the rules for gifting of wealth and transfer upon death. There are pitfalls and landmines that await the unwary and uninformed. Let us help you with changes to your existing plan or start a brand new plan for transferring wealth.
Business Valuation, Transfer Pricing and Forensic Accounting
Do you need a business or interest valued for a sale, purchase or for estate planning? Are you experiencing fraud or suspect it may be occurring n your business. We are experienced in valuation and investigative accounting and can assist you in the appropriate capacity.
Sales & Use Tax Consulting
The State Board of Equalization can put you out of business quickly - without remorse. We are here to assist with this complex body of rules that are frequently overlooked (did you know sales tax issues can arise during business reorganizations?).
CFO/CEO/COO Services
Busy business owners wear many hats, not the least of which is head accountant. Let us assist you with heading up your financial department and bring the expertise your business requires. Ask us about serving as your part-time CFO and business advisor.
Aircraft Acquisition Consulting
Let us help you with the sales and use tax and risk management aspects of your business aircraft acquisition. We have over twenty years of experience in assisting clients with integrating an aircraft into their operations.