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 Collections
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.)