About Us

TAX
• Consulting on equitable ownership structures
• Income tax planning
• Estate & succession planning
• Excise tax planning
• Preparation and filing of sales tax returns
• New market tax credits assistance
• US Research and Development (R&D) tax credits
• TTB (Alcohol and Tobacco Tax and Trade Bureau) Tax filings
and Reports of Operations
• Import/export tax compliance, including forming an Interest
Charge Domestic International Sales Corporation (IC- DISC)
for exporters

ACCOUNTING & ASSURANCE
• Financial statement compilation, review & audit
• Planning and reviewing of business entities’ organizational
documents
• Key performance indicator and financial ratio monitoring
• Inventory management, cost tracking methodologies, and
margin analysis
• Forecasting and budgeting
• Recordkeeping requirements & compliance
• Bookkeeping support

ADVISORY
• Real estate purchase & lease analysis
• Valuation of the business
• Cost segregation studies
• Supply chain management consulting
• Assistance with equity & debt sourcing
• Transition planning, including M&A advisory and IPO due
diligence

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