Effective August 1, 2022, we have merged with Adelman Katz & Mond LLP (AKM).

This move will greatly enhance the services we are able to offer you, in addition to providing you with access to a deeper bench of professionals and paraprofessionals to meet your accounting, tax planning and financial planning needs. These include:

  • Bookkeeping and support services.
  • Family office, business management and bill payment.
  • Accountings and filings for trusts and estates.
  • Multi-state filings and compliance
  • Compliance and reporting for non-US nationals investing in the US and for US nationals investing abroad.