Tax preparation for a wide range of clientele, including high net worth, Canadian and other foreign residents, not-for-profits, and small businesses. Returns include individual, small business, sales, payroll, and Canadian tax returns. Assistance with FBAR reporting is also available. Accounting services range from full bookkeeping services to helping clients maintain their own books. Additional services include estate, tax, insurance, and financial planning.

Bookkeeping and client service for individuals and small businesses.

Participate in the development of the inaugural Young Alumni Council on a volunteer basis. Serve in an advisory capacity to the Semester at Sea Alumni Association Board of Directors, as well as to develop and maintain a strong relationship between young alumni and the Institute for Shipboard Education / Semester at Sea.

Jointly managed the Financial Planning Department to provide overall financial, estate, charitable and tax planning to a variety of high net worth individuals. Provided comprehensive and continuous reviews of clients’ financial situations, including reacting to changes in their financial positions and researching/concluding on tax issues. Provided financial projections, integrated with quarterly and monthly budget reviews, and identified strategies in the all planning areas. Addressed all areas of clients’ risk management concerns, including life, property/casualty, directors/ officers, long-term care/disability, and health insurance reviews with plan implementation. Interfaced with outside attorneys, accountants and other professionals to execute plans and strategies, such as implementing identified tax planning strategies or coordinating the establishment of charitable/wealth transfer vehicles and working with extended family to run or maintain chosen vehicles.

Provided extensive client service through management of Family Office Services for high net worth individuals, including preparation of Statement of Financial Condition, tax compliance, bookkeeping, and payroll. Researched, concluded and documented tax issues for/to clients. Reviewed tax returns prepared by outside accountants, such as partnership, gift, trusts, and complex individuals. Reviewed estate plans, tax situations, financial position and risk management issues to discuss and execute planning strategies with current and prospective clients. Interfaced with outside attorneys, accountants, and other professionals to execute plans and strategies.

Provided overall financial planning, asset allocation, estate and tax planning, and risk management reviews for high net worth individuals. Through the continuous review of clients’ financial situations, prepared and presented financial projections, planning opportunities and recommendations. Responsible for preparation and maintenance of Statements of Net Worth, sent quarterly with summary of major changes. Interfaced with outside advisors, such as attorneys, insurance or investment professionals, to execute plans and strategies. Prepared and reviewed tax returns for partnerships, gift, trusts, and complex individuals, including monitoring quarterly estimated tax payments calculations and payments. Researched and presented conclusions on tax issues either for or directly to clients.