In addition to the financial and business management, we work with the other professional members of your team to proactively advise and assist in reaching your short term and long term financial and life goals. We have extensive experience in the special tax needs and circumstances of these professions, including multi-state and city returns for both businesses and individuals. The additional services provided are based on the need of the individual client:

• Concierge Services (travel, documentation preparation, banking, other needed services
• Current and Continual Tax Planning (for the short term and to assist in meeting long term goals)
• Tax Preparation (of all required returns, including federal, state, city and Canadian returns)
• Budgeting and Cash Flow (for the Short Term and Long Term Planning Purpose)
• Documentation Preparation (and support for your legal team as needed in legal situations)