FLORIDA 9-6 EST M-F: 904-834-3272

NEW YORK 9-6 EST M-F: 914-588-5388

RECENT success stories

  • Structured US subsidiaries for foreign parents.
  • Financial presentation for 8-figure capital raise.(2016)
  • Advised on business intelligence software private placement 7 figures (2016)
  • Various income, labor and insurance audits. 
  • Numerous new business lines of credit and expansions
  • Business plan review and integration of GAAP projections.
  • Integrate tax, estate and risk strategy with investment advisors.
  • Present stock sale versus asset sale for client.
  • Sales tax and income tax nexus research.
  • Independent contractors versus employee audits.
  • LLC versus S Corp versus C Corp.
  • CLIENT STATISFACTION 99.2% in 2016.