SERVICES

Click on a service below for more information on services offered and pricing.  Please note that pricing does not include additional fees, such as Filing Fees, Postage & Delivery Fees, REP Fees, and/or any other associated fees.

Advisory & Consulting Services

Bookkeeping

Excise, Sales, & Use Taxes

Gift Tax Returns

Kovel Letter Arrangement
with Legal Counsel

Tax Compliance & Preparation
Amended Tax Returns
(Domestic)

Tax Compliance & Preparation
for Businesses, Non-Profits,
Estates, & Trusts
(Domestic)

Tax Compliance & Preparation
for
United States Estate
(and Generation-Skipping Transfer)
Tax Return

IRS Form 706,
Deceased Spousal Unused Exclusion (DSUE),
& Relevant State Tax Returns

Tax Compliance & Preparation
for Businesses
(International)

Tax Compliance & Preparation
for Individuals
(International)

Tax Planning
(Domestic & International)

California Property & Casualty Insurance
More information coming soon.
(We are also in the process of becoming an affiliate with Hiscox Insurance.)