Retirement Plans (401k and IRAs): Tailored retirement planning services, including setup and management of 401k plans and Individual Retirement Accounts (IRAs), helping clients secure their financial future.
Wealth Strategy and Management: Comprehensive wealth management services, including investment strategy, asset allocation, and portfolio management, to grow and preserve your financial assets.
Litigation Support and Forensic Accounting: Expert support in legal disputes requiring financial expertise, including forensic accounting investigations, financial analysis, and expert witness testimony.
Consulting for Foreign Investors: Specialized consulting services for foreign investors, offering guidance on investment opportunities, tax implications, and compliance with U.S. financial regulations.
Individual Tax Identification Number (ITIN) Provider: Assistance with obtaining Individual Tax Identification Numbers (ITINs) for non-U.S. citizens and others who need to file U.S. taxes or open U.S. bank accounts and financial accounts.