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


Excise, Sales, & Use Taxes

Gift Tax Returns

Kovel Letter Arrangement
with Legal Counsel

Tax Compliance & Preparation
Amended Tax Returns

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

Tax Compliance & Preparation
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

Tax Compliance & Preparation
for Individuals

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.)