Practice Areas
Serving A Wide Range Of People & Industries
Our job as we see it is to complete our work whether the beginning, middle or end of the process. We see it through from start to finish.
01
Tax & Accountancy
As almost every American adult knows, the Internal Revenue Service selects tax returns for audit, or examination.
Strategy. Planning. Execution.
02
Sell or Transfer Your Business
Exit planning is a simple concept. It is the idea that business owners probably will, at some point before they decide to sell or transfer their business, do some planning around this critically important event.
03
Asset Protection
The terms Asset Protection and Wealth Preservation are sometimes used interchangeably.
04
Domestic and International
Domestic and international estate planning services are offered to assist the client in protecting their assets, and to minimize their taxation exposure, both in the United States and abroad.
05
Estate Planning
According to the American Academy of Attorney – Certified Public Accountants, dually – licensed Attorney – CPAs offer the best of both worlds.
American Academy of Attorney-Certified Public Accountants.
According to the American Academy of Attorney – Certified Public Accountants, dually – licensed Attorney – CPAs offer the best of both worlds. They are committed to safeguarding the right of the public to access the unique expertise of professionals who are, or have been, dually -qualified as Attorneys and Certified Public Accountants. Managing member, Mark C. Frey, is accredited as a dually-licensed member of the American Academy of Attorney-Certified Public Accountants. To verify his standing,