Our services include (but are not limited to) the following:

Business Strategy

  • Advice on business formation (C Corp, S Corp, LLC, etc.)
  • Strategic analysis
  • Business plans
  • Business cases
  • Business development and strategy
  • Market analysis
  • Marketing plans

Tax Advisory*

  • Tax preparation
  • IRS representation
  • FBAR filing
  • Streamlined Foreign Offshore Compliance filing
  • Streamlined Domestic Offshore Compliance filing
  • Review of previous years’ taxes
  • Tax strategy

*offered through our partner firm, Polo Tax