Meeting your family's unique needs
What types of Family Accounting and services do we provide?
- Cash Flow Management, Budgeting & Financial Planning
- Trust Accounting & Administration
- Bill Pay & Payroll
- Charitable & Philanthropic Planning
- Court Accounting
- Estate & Gift Tax Planning and Returns
- Pre- & Post-Marital Planning
- Post-Mortem assistance
- Private Foundation Bookkeeping
We offer compliance services for both businesses & individuals
What makes us different?
- We provide a variety of administrative, accounting, financial statement preparation and tax services
- Our tax services include representation before various governmental agencies including the Internal Revenue Service
- Our firm personnel work closely with many key figures at the center of the asbestos trust environment, including Trustees, Trust general counsel, auditors, investment advisors, the claims processor and the claims forecaster.