Pretty woman sitting at the reception desk of the New York Stock Exchange, with ornate white marble architecture and the NYSE sign in the background.

Services Offered

Accounting & Advisory

  • Budgeting Assistance (Personal & Business)

  • Forecasting

  • Productivity Evaluation & Operational Advisory

  • Forensic Accounting Services

Business Compliance

  • Compliance Reviews (limited to Small Businesses & Non-Profits)

  • Regulatory Issues / Responses to Regulators

  • Remediation Plans for Businesses

  • Risk Assessments & Evaluations

Business Structuring & Formation

  • Business Formation Advisory (LLCs, PLLCs, nonprofits)

  • Operating Agreements

  • Articles of Incorporation

  • Registration, Licensing, Trade Names

  • Policy & Procedure Development & Enhancement

  • Documentation Review Services

  • Succession Planning

Contracts

  • Documentation Review Services

  • Negotiations

  • Contract Disputes

  • Small Claims

Criminal Defense

  • Traffic Offenses & DUI Defense

  • Misdemeanors & Minor Felonies

Family Law & Advisory

  • Divorce

  • Mediation

  • Forensic Accounting Services

Future Planning & Advisory

  • Wills & Powers of Attorney

  • Estate Planning

  • Trust Formation and Advisory

  • Living Wills / Advanced Directives

  • Medicaid Planning

  • Probate and Estate Administration

Real Estate / Land Issues

  • Deeds & Real Estate Closings

  • Title & Settlement Services

  • Easements

  • Mineral Rights

  • Farm Transfers / Family Land Planning

  • Boundary disputes

Securities Advisory

  • Securities Compliance & Private Placements

Tax Advisory

  • Tax Preparation (Business & Individual)

  • Sales tax, property tax, or farm-related tax issues

  • Tax Planning & Advisory

  • IRS disputes / Settlement & Payment Plans