Services

Business structure planning and entity selection
Accounting method selection
Corporate, partnership and Limited Liability Company (LLC) planning and compliance
Financial services tax planning and compliance
Real estate tax planning
Personal financial planning
Trust and estate planning and compliance
Mergers and acquisitions
Dispositions
Liquidations and distributions
Reorganizations
Charitable foundations
Export companies
Pension, retirement plan and employee benefits planning and compliance
State and local taxes
Federal, state, sales and payroll tax examinations
Family business tax planning
Outsourced financial information solutions including outsourced bookkeeping services in all 50 states through (www.newtekfinancial.com)