Audit Representation 

Federal and state (any state) personal audits, business audits, streamlined audits, FBAR audits, and OVDP audits.

Tax Planning

Advising you on how to structure your investments in the most tax advantaged manner to achieve your goals.

From corporate tax strategy to helping you launch your first business and advising you on expenses, deductions, and tax consequences.

Tax Consultations

$500 to reserve an hour and $250 to reserve 30 minutes  —  You don't have to retain us to make use of our expertise. We will advise you relating to any tax concerns and questions that you have. We regularly offer assistance and even training to other tax professionals.

Trust and Estate Planning

For our Connecticut-based clients, we can assist you by drafting and establishing a Trust or Will. We can also provide professional trustee and estate probate services.