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Title |
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|---|---|
| Accurately Complete Your Organizer |
Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents—or at least discover what you need to attain—you ensure the accuracy of your return, and minimize your expense. |
| Advanced CPA Consulting Services |
For Other Professionals: So, your (financial, legal, or other specialty) practice has come across a client that is in a difficult or abstract tax situation? Perhaps you need need to consult a CPA in the United States for an international client? |
| Asset Protection Planning |
The fear of losing assets is a growing concern that many have. We have been advising our clients how to diversify and protect their assets for years. One size definitely does not fit all when it comes to structuring great asset protection, let us tailor something specifically for you. |
| Avoid Improper Usage Of Schedule Cs or Sole Proprietorships |
Having a Sole Proprietorship and filing a Schedule C has its place, but you need to tread carefully. Schedule C filers are among the highest risk groups for audit, and thus it is vital to keep accurate records to support your positions in case the IRS desires to confirm them. Here is a quote from the Wall Street Journal: |

George V. Famiglio, Jr, CPA/PFS, CFP, CFS. Est. 1971
