TAX & BUSINESS SERVICES
Our unique, personalized services as business
manager to you, your family and/or family office knows no bounds. We offer
concierge-style, sophisticated services to meet the needs of the unique and
complicated life of our clients. We help some of America’s most enterprising
individuals and families define the lives they choose to live.
Our Tax & Business services include:
- Cash flow management and planning
- Tax planning and compliance
- Review of contracts in coordination with counsel
- Account services – including budgeting, projection of expenses, accounting of revenue, insurance and payment of bills
- Financial record keeping
- Depositing of all income
- Managing and monitoring check receipts and bill payments
- Bookkeeping Services
- Monthly reporting
- Weekly reporting
- Household staff payroll
- Employee payroll
- Investment review in consultation with investment professionals
- Obtaining insurance coverage in consultation with insurance professionals
- Property Management
- Small Business Management
- Estate planning in coordination with counsel
- Planning transfer of wealth from generation to generation
- Arranging financing and specialty insurance for your luxury items
- Foundation Management
- Charitable planning and private foundation review
Business
Advisory
Our team of business advisors and consultants
meet with you to thoroughly understand your aspirations. And we'll act as a
catalyst to help you understand those goals from the business side - by
offering realistic, experienced advice on every phase of development. Our services
can be customized to meet the needs of any situation.
Our Business Advisory services include:
- Analyze Your Budget and Business Plan
- Prepare Financial Projections
- Help You Determine the Right Entity for Starting a Business
- Assist with State and Local Filing Requirements
- Determine the Best Funding Options
- Respond to Payroll and HR Questions
- Consult with You on Key Issues Involved with Buying or Selling a Business
- Help You Make Wise Investment Decisions
Tax Services
The
key to successful tax and financial planning, is working with an experienced
and proactive tax accounting team. Each of our clients’ tax preparation needs
and situations are unique. We understand that the greatest value we provide is
taking the time to listen to our clients and make sure our plan incorporates
business financial goals as well as personal financial plans. A quality custom
tax plan maximizes tax deductions today, strategizes for the future, protects
assets and enables wealth accumulation.