Our goal is to ensure that our clients stay ahead of the changing tax landscape and meet their financial and operational objectives through a well-planned tax strategy. We work with our clients to minimize their federal, state and local tax liabilities. We closely follow changes in the tax laws to assist you in planning of all aspects of your personal and business transactions. We provide the following tax services to business and individual clients:

• Federal and State Income Tax Returns including Consolidated Business Tax Returns
• Multi-State Allocations and Returns
• Gift and Estate Tax Returns
• Trust Tax Returns
• Foundation Tax Returns
• International Taxation
• Client Representation in IRS/State Tax Audits
• Pension Plan Audits for Form 5500
• Payroll, Sales and Personal Property Tax Issues
• Tax Closings & Compliance
• Tax Law Changes
• Transfer Pricing

We also provide tax planning in the following areas:

• Buying/Selling of a business
• Pension and retirement planning
• Like-Kind exchanges
• Year-end income tax planning
• Estate planning
• Compensation planning
• Employee benefit plans
• Research and Development Credit planning
• Planning and Applying for Changes in Accounting Methods

Our advisory services safeguard your business, support your operations and help you stay in compliance. We draw on years of experience to provide best practices for your unique needs. We provide a wide variety of business advisory services to our clients. Some of the services we offer comprise:

• Business startup including set of required tax accounts, referrals to lawyers and referrals banks
• Business valuations for Estate and Gift Tax Purposes
• Choice of Business entity e.g. Regular Corporation, S Corporation, Partnership, Limited Liability Company or Sole Proprietorship
• Assisting clients in various types of arbitration and litigation matters:
  • Gathering and analysis of documents and financial data
  • Expert Witness Testimony
  • Forensic Accounting
• Employee vs. Independent Contractor Analysis
• Entity conversion - C Corp to S Corp, Partnership to C or S Corp, etc.
• Selection, installation and implementation of computerized accounting systems, including training of client personnel

We specialize in fast, efficient, and thorough SOC 1 and SOC 2 audits, helping organizations achieve compliance without unnecessary complexity.

With the increasing cyberattacks, all the organizations are subjected to the risks like malware, phishing, DDoS attacks etc. Hence, SaaS and Cloud computing companies are required to undergo SOC 2 audits to assess and ensure their internal security controls.

SOC 2 framework (System and organization Controls) was created by the American Institute of Certified Public Accountants (AICPA) in response to the growing concerns for data security and privacy. It is an independent auditing procedure ensuring that service providers handle sensitive client data securely on the cloud and maintain its privacy.

SOC 2 certified means the organization has established practices as required with levels of security across the organization for data protection. This audit is performed annually. Although SOC 2 is not a legal requirement, it shows the trustworthiness of the service provider and assures the clients that their data will be handled securely.

The services we provide are:

• Complete planning, guidance and support for your SOC 1 and SOC 2 audit preparation
• Customizable processes specific to the company's needs
• Comprehensive list of flaws and vulnerabilities along with the remediations to fix them and make you compliance-ready

With us, your audit will be a hassle-free experience.