Services
Each engagement is scoped individually. Most clients combine several of the services below under one annual engagement letter.
Services cover United States bookkeeping, United States federal tax return preparation, and routine administrative coordination within the agreed scope; they do not include German tax advice, legal advice, audits, reviews, or assurance services.
Accounting
Consolidated books across individuals, entities, and trusts, closed on a regular schedule.
Learn more →02Tax preparation
United States federal tax returns for individuals, entities, trusts, and gifts, prepared from reconciled books.
Learn more →03Tax planning
A year-round planning calendar, coordinated with your attorneys and wealth managers.
Learn more →04Entity administration
Filings, deadlines, ownership records, and intercompany activity, tracked in one place.
Learn more →05Overall administrative support
Bookkeeping and reporting kept current, with one point of contact for your advisers.
Learn more →06Cross-border coordination
Support for businesses and individuals with ties between the United States and other countries.
Learn more →07Adviser coordination
One point of contact who keeps your advisers working from the same numbers.
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