Our Services

We offer a wide selection of services for all your tax, assurance and consulting needs

OUR SERVICES
Let us guide you through your financial success

As one of South Florida’s leading tax and consulting CPA firms, we are known for having an extensive range of professional services with the depth of knowledge and experience to meet the needs of both large and small privately held companies, high net worth individuals, entrepreneurs and family offices. Our services cover a wide range including traditional tax, accounting, risk management, consulting and assurance services. We have distinguished ourselves as a one-stop shop offering clients personalized, high quality services and strive in building long-term client relationships.

What We Do Best

Asset Protection Planning

Asset protection is a set of legal techniques and a body of statutory and common law dealing with protecting assets of business entities and individuals.

Audits, Reviews and Compilations

Many companies and individuals provide their financial statements, along with a CPA’s report, to stakeholders, lenders, investors, suppliers and customers and others.

Estate Tax Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their ultimate estate, and to provide relevant controls and for safeguarding needs during the client’s lifetime.

Business Succession Planning

Succession planning is the process of identifying and developing potential future leaders, as well as individuals, to fill business roles. The aim is to be able to fill key roles effectively if a current post holder leaves the organization.

Tax Planning (International/Domestic) and Compliance

Tax planning is the process of analyzing a financial plan or situation from a tax perspective. The objective of tax planning is to reduce tax liability while simultaneously maximizing economic benefit.

Tax Compliance

Tax compliance involves being aware of and observing the state, federal, and international tax laws and requirements set forth by government officials and other taxing authorities, along with the preparation of the required returns.

Non-Profit Consulting

Assistance with design and implementation of accounting and internal control system policies and procedures.

Personal and Business Consulting

Consultants provide expert opinions, analysis, and recommendations to organizations or individuals. They serve as objective troubleshooters by providing strategies to prevent problems and improve performance.

Forensic Accounting

A Forensic Accountant is often retained to analyze, interpret, summarize and present complex financial and business-related issues in a manner which is both understandable and properly supported. Forensic accounting is concerned with searching for the truth.

Get In Touch

Business Hours
8:15am - 5:00pm Monday - Friday

Address

580 Village Boulevard, Suite 110
West Palm Beach, FL 33409

Telephone: 1 561 686 1110
FAX: +1 561 686 1330