Over the last 35 years my firm has grown to represent a substantial number of highly successful individuals. My services are a good fit for you if you want a reliable and skillful advisor with a wealth of valuable experience in accounting and auditing; all matters concerning taxation; and business consulting.
I was recently awarded my CFA Charter gaining credentials in asset management and retirement planning from the CFA Institute and will be offering my services in asset management through our new wholly owned asset management firm - JSK Capital Advisors, LLC.
I was recently awarded my CFA Charter gaining credentials in asset management and retirement planning from the CFA Institute and will be offering my services in asset management through our new wholly owned asset management firm - JSK Capital Advisors, LLC.
Services
Tax Planning makes tax compliance stress free.
Tax law changes are often adverse to the interests of successful individuals and businesses, and utilizing legally creative ways to minimize the impact of tax rate increases is very important to my clients.
I provide audit services to several different industries ranging from Haelthcare entities; Construction Contractors; Service industries; Qualified Retirement Plans; Real Estate Partnerships; and Non Profit Organizations.
My Non Audit industry coverage is also very broad.
Tax law changes are often adverse to the interests of successful individuals and businesses, and utilizing legally creative ways to minimize the impact of tax rate increases is very important to my clients.
I provide audit services to several different industries ranging from Haelthcare entities; Construction Contractors; Service industries; Qualified Retirement Plans; Real Estate Partnerships; and Non Profit Organizations.
My Non Audit industry coverage is also very broad.
My earliest graduate school investments in (2) graduate tax degrees has been very rewarding to me and my family.
Fundamentally I believe if my client and I invest adequate time in planning for a return's filing, we will realize tax savings over time that is genuine value added over and well above the cost of my services.
My practice represents a substantial number of highly succeesful individuals.
My consistent focus is maximizing after tax cash flows on an annual basis, and after tax generational asset transfers.
Fundamentally I believe if my client and I invest adequate time in planning for a return's filing, we will realize tax savings over time that is genuine value added over and well above the cost of my services.
My practice represents a substantial number of highly succeesful individuals.
My consistent focus is maximizing after tax cash flows on an annual basis, and after tax generational asset transfers.
Most small business entities do not need to invest in the annual audit of thier financial statements, but are more concerned with how thier business is performing throughout the year.
I provide quarterly compilations and reviews to several clients who value the ongoing monitoring of their firm's financial performance.
I provide quarterly compilations and reviews to several clients who value the ongoing monitoring of their firm's financial performance.
When we fulfill our role to the best of our abilities in the attest or accounting function, and the tax planning and compliance areas, we can be our "client's quarterback" in the estate planning process.
Maximization of wealth transfer to our client's heirs and beneficiaries is a very valuable service where I believe I have created a great deal of value for my clients.
Maximization of wealth transfer to our client's heirs and beneficiaries is a very valuable service where I believe I have created a great deal of value for my clients.
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