CPA Firms

This firm specializes in the taxation of high-wealth individuals, estates and trusts, and not-for-profit public and private foundations. It is also extensively involved with corporate and partnership tax planning for small and mid-size companies involved in a wide variety of industries.

Services:

• Individual and Family Tax Planning
• Broker-Dealer Audit & Accounting and Fund Administration
• Financial Operations Officers (Series 27) Services for Broker-Dealers
• Hedge Fund Audit Structuring and Management
• Corporate and Partnership Structuring
• Personal Financial Planning
• Family and Small Business Services
• Trust and Estate Taxation and Administration
• Family Foundation Creation and Management
• Not-for-Profit Audits and Tax Compliance
• Bookkeeping Services for Individuals and Corporations