Professional Services
- - Tax return preparation
- - Planning for ownership transition and an approach to ownership agreements
- - Retirement plan strategies that achieve owner objectives and coordination with the plan administrator
- - Assistance with compensation planning for owners
- - Assistance with hiring key financial staff
- - Review of internal controls and accounting procedures
- - Planning and advice regarding employee benefit plans, such as commuter expense, parking, dependent care plans, owners disability insurance, and long-term care insurance
- - Preparing models to support long-term financial arrangements.
- - Evaluation and recommendation of the optimal estimated tax payment methodology, such as annual methods for quarterly tax payments to improve cash flow
- - Lease structuring to avoid “phantom” income related to the cost of leasehold improvements
- - State and local tax consulting, including review of city business tax payroll apportionment outside of the taxing boundaries
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