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Accounting and Tax Issues
- Computerized Bookkeeping/ Payroll Services
- Individual and Business Tax Preparation
- Tax Planning and Tax Shelters
- IRS and Tax Court Representation
- Financial planning and Compilation Services
Business Management
- New Business Planning and Set-up
- Business Consulting
- Business Evaluation and Franchise Review
- Management Information Systems
- Marketing review and Strategy Development
- Mergers and Acquisitions
- Partnership Buyouts and Restructuring
- Professional practice Set-up
Banking
- First and Second Mortgages
- Business Acquisition and Construction Loans
- Account Receivable Funding
- Advance Commissions Paid Out to Sales Reps.
- Debt Consolidation
- SBA Loans and Venture Capital
- Lease Evaluation, Agreements and Sourcing
Insurance
- Annuities and Pensions
- Life, Health and Disability Insurance
- Long-term Care Insurance
- Auto, Homeowner's and Flood Insurance
- Business Liability Insurance
- Buy/Sell and Key person Agreements
- Commercial Property and Casualty Insurance
- Small Business Packages
Investment and Financial Advisory
- Pension and Profit Sharing Plans
- 401K
- IRA
- KEOGH
- S.E.P.P
- S.I.M.P.L.E
- ESOP
- Bonds
- Mutual Funds
- Real Estate
- Stocks
- Estate Planning, Tax and Financial Review
- Investment Analysis and Implementation
- Portfolio Design and Management
- Administration of Assets and Estates
- Allocation of Business Purchase/ Sale Price
- Gift Tax, Charitable Contributions and Trusts
Real Estate
- Commercial and Residential Property Sales
- Find and Acquire Real Estate
- Share Equity Section 1031 Exchanges
- Leases and Negotiations
- Financing: Private and Commercial
- Rental and Investment Property
- Repossession and Foreclosure
Legal
- Agreement of Sale (Business and Real Estate)
- Corporate and Partnership Formation
- Wills and Trusts
- Employment and Non-Compete Contracts
- Corporate Policy Agreements
- Cafeteria Plans
- Collections and Arbitration
- Bankruptcy and Liquidation
- Estate Settlements
- Merger, Sale and Acquisition Negotiations
- Shareholder and Partnership Disputes
- Asset and Liability Agreements
- Registered Agents and Executers
- Anti-trust Protection
- Compliance Review
- Personal Injury
- Municipal Court
- Wealth Transfer
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Services 