Services & Solutions

Tax-Related Services

• Full tax compliance—including the preparation of federal, multi-state, California and local returns—for income, sales, payroll and property taxes for business, individual and fiduciary clients
• Tax planning and consulting for business mergers and acquisitions, real estate transactions and entity structuring
• Annual tax planning, and estate and gift planning for individuals

Business Consulting and Other Services

• Succession planning
• On-site accounting services
• Merger and acquisition analysis and structuring
• Business plan development and review
• Assistance with conventional and non-conventional debt financing and restructuring
• Bookkeeping services and back-office support
• Estate planning and trust services