We prepare income tax returns for Individuals including expatriates and non-resident aliens, C corporations, S corporations, Partnerships, Limited liability companies, Non-profit organizations, Private foundations, Retirement plans, Trusts, and Estates. We also prepare gift and estate tax returns.

We make sure that all considerations were adequately given to income recognition, deductions and credits to maximize after-tax income to clients.

In case of an audit, we represent clients to Internal Revenue Service, state or local tax authorities.

Income tax planning is an integral part of our tax services. We believe that no one should pay any more taxes than they are required to. We plan so that clients can take advantage of tax laws as to reporting of income and expenses, and utilizing any new or expiring tax credits to maximize after-tax income. It is important in particular for taxpayers who can control income or expenses, and when tax laws or marital status change.

We advise clients on entity choice when they form a business.

Gift and estate planning is particular interest to high net worth individuals to ensure their accumulated wealth is preserved and the maximum amount are passed to the intended beneficiaries to be used for the intended purposes. Estate planning involves not only minimizing potential estate tax, but also fulfilling objectives by properly allocating the estate amongst beneficiaries. We corroborate with other advisors such as attorneys to help clients bring out and realize the goals that they have envisioned and nurtured throughout their lives.

In addition to tax returns, we also prepare other regulatory agency forms such as Department of Labor Forms LM for labor organizations and National Futures Association Forms 1-FR for futures industry.

Broadly speaking, any entity, either an individual or a business, must account income (receipts) and expenses (disbursements) to understand its financial condition at a given time. It may be a simple task at the year end to prepare an easy individual tax return. Or it may require reviewing and adjusting accounting records that a client prepared to properly present the financial results for a given period. We prepare personal and business financial statements.

For families and business owners of certain wealth, we provide Family Office services. We corroborate with other advisors to assist clients to manage their financial affairs in the most effective manner. We analyze reports from financial institutions and provide one consolidated report for client's review. Our services also include bill payments, payroll services, and review of expenditures for budgeting purposes.

For a start-up or small privately held companies, it often is not economically feasible to keep accounting staff on a full time basis. The staff can be an entry or mid-level accountant, or a highly skilled person to make important business or financial decisions. We serve clients on an as-needed basis to meet their requirements and adjust our services as client's needs and objectives evolve.

Planning for retirement has become more challenging as fewer companies provide retirement benefits like traditional pensions from defined benefit plans. Since 401(K) plans, typical retirement plans of private industries, do not guarantee future income level at retirement, it is important for employees to plan and fund necessary amounts inside or outside of the company plans for retirement. Also the self-employed must choose proper plans to suit their future retirement needs. We assist clients selecting the most suitable plan and contribution amounts for the best possible outcome while balancing the current financial needs such as children's college education. Securing comfortable retirement is every worker's dream and our mission.

We specialize in the futures industry. We provide accounting services for futures commission merchants, broker-dealers, Introducing brokers, commodity pool operators and trading advisers, individual brokers and traders. We assist in keeping books and records in compliance with Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA) regulations. We compute net capital requirements, net asset value, and fee payments due to brokers, traders, trading advisers and pool operators. We prepare monthly, quarterly and annual statements, and regulatory reports such as Form 1-FR in addition to the applicable tax returns. The trading industry presents unique opportunity and challenges due to ever changing dynamics of the market. We work with clients to find solutions for them to meet current financial needs while planning for the future.