"To deliver world class financial services that enhances information and improves decision making while maintaining a proactive and common sense approach to our clients needs."
WHAT WE'VE ACHIEVED:
Transfer of Deceased Spousal Unused Exclusion to the surviving spouse effected by filing of an estate tax return.
Facilitation of corporate asset sale to foreign multi-national firm.
Structuring of installment real estate sales to secure the most favorable tax treatment of the long term gain.
Reinstatement of non-profit status after automatic revocation due to non-filing.
Setup and implementation of accounting systems and software for for-profit and non-profit entities.
Exclusion of physicians DANY grants from taxable income for Federal and State purposes.
Successful amendment of improperly prepared part year resident state returns to obtain refunds.