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Tax and Estate Planning

We slice business activities to the appropriate entity types, structures and include useful tax clauses in operating agreements and trusts.  The result is minimized taxes on businesses, estates and trusts, payroll and even sales and local income and property taxes.


Our high-tech methods make your back office highly responsive, low cost, and able to attract and keep the best talent. 

We maintain our private secure cloud server that hosts dozens of sophisticated software tools to automate everything from virtual notarization for electronic contract signatures using smartphones to artificial intelligence to code and reconcile your bank activity.

Our menu of services can either be invoiced with flat monthly fees or to the nearest minute from our time-billing system which gives you the control best suited for you.

Contingency Services

Offers in compromise with the IRS.

Sales Tax Audit Recovery.

Property Tax Protests for Business Property and Real Estate.

Temporary CFO services to improve profitability.

Mortgage or Line of Credit refinancing.

Attestation Services

We provide compilation and review services required for large bank loans, construction bonds or solicitations from qualified investors.

We also provide form 5500 submissions for 401K plans transferred to single owner Corporations so that entrepreneurs can use their retirement plans to finance their business without penalties for early withdrawal before the age of 59-1/2.

Property Management

We manage residential and commercial properties.

Tenant evictions and collections.

Tenant ACORD-1 Insurance Certificate Compliance.

Allocation of Common Area Maintenance and Taxes.

Coordination with maintenance personnel.

Deed transfers into and out of trusts and LLCs.

Qualified Intermediary Services for Section 1031 Like-Kind Exchanges.

Contract review and negotiations.

Partner distributions and estimated tax payments.

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