From taxes to trusts, we have all your accounting needs covered.

For Businesses

Business Consulting Services

  • Business plans and projections
  • Business succession planning
  • Due diligence and acquisitions
  • Incorporation and business formation
  • Insurance review (E&O, liability, umbrella)
  • Group benefit plans (health, dental, disability and more)
  • Qualified retirement plans ((401(k), profit sharing and more)

Business Finance Services

  • Audit, review and compilation
  • Business valuations
  • Cash flow/cash management
  • Financing assistance (bank, factor, lease and alternatives)
  • Forecasts and projections

Business Tax Services

  • Tax preparation and compliance
  • Federal, state and local
  • Sales taxes and nexus determination
  • Employment taxes and withholding
  • Tax planning and strategies
  • Acquisition, expensing and reduction strategies

For Individuals

Executive and Family Office Services

  • Personal Payables Manager
  • Business management (for entertainers and high net worth individuals)
  • Family Financial Services
  • Asset protection planning
  • Personal concierge services

Personal Finance Services

  • Cash flow monitoring and budgeting
  • Comprehensive financial planning
  • Education funding
  • Elder and long-term care planning
  • Estate, trust and gift planning
  • Family financial analysis
  • Financial record-keeping
  • Financial statements
  • Investment planning
  • Matrimonial financial planning
  • Mortgages
  • Portfolio review
  • Property valuation
  • Retirement and pension planning

Personal Risk Planning and Mitigation Services

  • Risk assessment
  • Individual insurance review (life, medical, disability, long-term care, property and casualty)
  • Insurance planning and selection

Personal Tax Services

  • Federal, state and local tax preparation
  • FBARcompliance
  • Multi-state compliance
  • Tax planning (including charitable donation and tax reduction strategies)
  • Representation at tax examinations and IRS audits
  • Offers in compromise

Trusts / Estates

  • Estate compliance oversight (with attorneys)
  • Estate financial planning
  • Estate tax returns
  • Fiduciary accountings
  • Fiduciary income tax returns
  • Required Crummey notices to beneficiaries
  • Trust strategies

Not For Profits

  • Accounting for funds by type:  permanently restricted, temporarily restricted and unrestricted
  • Comprehensive financial reports
  • Form 990 and 990PF preparation and filing
  • Independent audits
  • Representation at tax examinations

International

Services for Foreign Owners of U.S. Business Concerns

  • Entity selection and formation
  • Business accounting and tax services
  • Immigration support services

Services for U.S. Citizens and Permanent Residents Living Abroad

  • FBAR (report of foreign bank accounts) compliance
  • Form 1040 income tax filings
  • Compliance with applicable state tax regulations
  • Consultation and collaboration with foreign professionals

AKM Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.

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