tax services. Service: With more than 35 years of experience, Alan provides tax consulting and compliance services family office clients with a broad range of concierge services including bill pay, banking, real estate, trust and estate and

us to monitor and maintain all aspects of a business's financial activity and balances for all of the general ledger accounts. Our services include bank and credit card collections), accounts payable (including bill pay), fixed asset maintenance with proper recording of depreciation, detailed financial reporting