SERVICES
We are a full-service professional firm, which is partly facilitated with affiliates and trusted colleagues that run their own discreet business. We provide insight into taxes/accounting, technology, law, and financial planning. Sometimes we may not have the team members who are absolute experts in each field, but we do then know whom to bring in so that W shows up for our clientele.
There's a reason some of us spent many, many years studying these things getting a college degree besides years of practical experience. Specifically speaking to the Tax & Accounting game.... the CPA exam has 2 to 3 of the 4 parts (depending on period reviewed) with about a 50% pass rate and most candidates being master degree holders. It is also our understanding quite a few need to retake at least one part; that doesn't count the likes of KPMG / EY / PWC helping cheaters destroy the industry for greed, entitlement, and who knows what else.
So no matter what type of work you need done, we have the in-house and/or affiliates to get it done. However, as true to our roots we will all day handle all tax returns from Estate Tax (706's) to Gift Tax (709's) to Fiduciary (1041's) to Consolidated Corporation's (1120's and their siblings like 1120S's) to Partnerships/LLC's (1065's) to Complex Individuals (1040's); we've also done work on Non-Profits (990, and variations) depending on level of complexity, i.e. reporting requirements, needed. You'll find we are strong advocates in certain areas/returns that many other practices don't take a safety first approach for who knows what reason.
Of course that means we can do Bookkeeping and Financial Statements as well. For select clients we are used as a bill review and pay service, basically taking care of the paperwork for day-to-day living; we are the trusted partner not just in advice but direct access to cash accounts to handle affairs. In fact, this yet another area where we are different than many firms out there as we only approach things to the best practices we can find. Sure you can go for years without incident, but we are planning for that year out of the blue, that life event that changes many people's lives. From our personal experience we know it makes a difference in the short-run and long-run.
Here's something to consider, do the people you deal with omit the Oxford comma? In our experience if something so simple and proper is being cut, bet they cutting corners (and then some) in other areas:
https://www.nbcnews.com/news/us-news/think-commas-don-t-matter-omitting-one-cost-maine-dairy-n847151
1 hr 30 min
Prices Vary1 hr 30 min
Prices Vary1 hr 30 min
Prices Vary