services
Tax Compliance & Advisory
We prepare federal and state income tax returns for individuals, trusts, estates, partnerships, corporations, as well as estate and gift tax returns, and foundations. Our team offers year-round tax research, planning, and consulting, identifying tax-saving opportunities as your needs evolve. With a unique blend of accounting and finance expertise, we’re equipped to address your specific financial situation.
Client Focus Areas
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Private companies and their owners
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High-net worth individuals and families
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Family offices
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Trusts
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Real estate companies and professionals
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Attorneys and other professional service providers
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Highly compensated executives
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Private foundations
Tax Compliance
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Federal, state and local income tax return preparation for individuals, trusts, partnerships, corporations, and not-for-profit organizations
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Federal and state estate and gift tax return preparation
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Quarterly estimated tax payment calculations
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Foreign bank account reporting
Tax Planning
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Preparation of forward-looking tax projections across multiple tax years and scenarios
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Effective tax rate analyses
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Work with investment advisors to maximize tax efficient income and harvest tax losses
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Assist with multi-state group filing elections
Advanced Tax Consulting
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Entity choice analysis
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Wealth transfer planning
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Change in accounting method analysis
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Sec. 1031 exchange benefit analysis
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Development of other sophisticated tax strategies tailored to client individualized goals
Tax Audit & Notice Support
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Offer comprehensive IRS and state agency audit support, representing clients before taxing authorities
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Assist with IRS or state tax notices, communicating with the taxing authorities via telephone or written correspondence
services
Accounting Services
Powered by DJE Advisors, Accounting solutionZ provides expert accounting services designed to keep your books organized, accurate, and up-to-date. We understand that clean, well-maintained financials are essential to your business’s success. Our accounting services support strategic decision-making, planning, cost control, and more—while staying within your budget. Let us help you save time, money, and energy. Below are the services we offer.
Weekly, Monthly, and Quarterly Bookkeeping
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Bank account reconciliations
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Credit card reconciliations
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Reconcile any other major balance sheet accounts, for example: assets, loans, owner distributions, inter-company accounts, etc
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Automate as many transactions as possible
Monthly, Quarterly, and Annual Reporting/Analysis
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Income statement reporting & analysis
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Balance sheet review
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Cash flow statement analysis
Cost Accounting
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With accurate bookkeeping and reporting this will help us in the process of finding areas to cut costs and improve current business processes
Accounts Payable
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Enter bills
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Pay them either electronically or by check
Accounting Software Setup
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If you are currently not on an accounting software, we can help you get set up
Accounts Receivable
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Create and send invoices to customers
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Record payments/deposits
Budgeting
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Create monthly budgets which acts as an expense plan
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Compare budgeted numbers to actual numbers
Clean Up
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Clean/organize accounts in your books
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Clean/organize electronic and/or physical paper files
Payroll Processing
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Process payroll on QuickBooks or another payroll system
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Submit quarterly 940 & 941 forms
