Business Tax Services
Family Office Services
As a trusted advisor to family offices, FLSV provides a broad spectrum of personalized accounting services tailored to each client’s needs. Our goal is to reduce the amount of time you spend on managing day-to-day personal finances and to reduce the cost and administrative burden of hiring an internal accounting staff to service your family office.
We provide a best-in-class family office accounting software solution to consolidate your investments and provide you with customized financial statements. We also provide a comprehensive suite of tax and advisory services available to your family office.
Tax Services
- Tax planning and structuring
- Tax compliance
- Trusts, estate, and gift tax planning
- Mergers and acquisition
- Inbound/outbound cross border tax disclosure and reporting
- Investment portfolio tax planning
- Charitable deduction planning
Accounting Services
- Personal and investment accounting and reporting
- Bill pay services
- Cash flow management and forecasting
- Quarterly/annual investment performance reporting
- Financial reporting
- Property (e.g., real estate, aircraft, watercraft) financial management reporting
- Assistance with payroll/benefits administration
- Recordkeeping assistance
Advisory Services
- Mergers and acquisitions
- Business start-up planning
- Business succession planning
- Wealth planning
Contact Us
Garden City Office
1475 Franklin Avenue, Garden City, NY 11530
(516) 874-8800
West Palm Beach Office
777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401 (561) 567-7900
West Palm Beach, FL 33401 (561) 567-7900
Seattle Office
Affiliated Office: Seattle, WA
(206) 275-4600
