Our Services

S & C Corporations 

Partnerships, LPs, LLPs & LLCs 

Irrevocable, Grantor & Administrative Trusts 

Multi-State & High Net Worth Individuals

Income, Estate & Gift Taxation 

Quarterly & Extension Tax Planning 

IRS & FTB Audit Resolution 

Business Tax Credits & Rebate Optimization 

Sales & Use Taxation 

Payroll Taxation 

City Business Taxation 

Wealth & Retirement Planning 

Estate & Gift Planning

Family Health & Educational Savings Plan Reviews

Financial Budgeting & Forecasting

Operational and Internal Control Reviews 

CFO-To-Go and Business Management Services

P&L and Balance Sheet Trend Analysis

Cost Management & Vendor Optimization 

General Ledger Accounting & Schedule Reviews

Forensic Accounting / Fraud Investigation

Cash Optimization & Bank Reconciliation Reviews

Payroll & Commission Calculation Reviews 

Government Regulatory Compliance

Franchise & Factory Compliance

Loan & Debt Covenant Compliance

Buy/Sell Analysis & New Business Startups

New Accounting System Implementation

Property Assessment Appeals

Construction Project Budgeting & Analysis 

Corporate Documents & Amendments

Partnership & Operating Agreements 

Stock Option & Employee Benefit Plans

Property & Equipment Leases 

Loan & Debt Covenants

Asset & Stock Purchase Agreements 

Franchise & Factory Agreements

Dividend and Management Fee Plans

Ownership Interest Assignments 

Real Estate Developers & Property Managers

Gas Stations, Grocery & Liquor Stores

Restaurants & Fast Food

E-Commerce & Digital Businesses

Auto Dealerships 

Resorts, Hotels & Conference Centers

Retail & Wholesale - Jewelry, Clothing, Electronics, Household, Office and Hardware Supply, Tools & Accessory Stores

Professional Service Agencies, Firms & Practices - Legal, Medical, Insurance, IT Consulting, Travel, Lending, & Real Estate