You've worked hard to earn the lifestyle you have – you can be confident that while managing your financial affairs, the staff at Singer Lewak Greenbaum & Goldstein LLP will place your interests first, now and in the future.

Our professionals will meet with you regularly to help develop and execute a comprehensive wealth management plan that covers both where to allocate your assets and how to protect yourself against risks and liabilities. Having consistent dedicated staff who understand the specifics of your situation, gives you peace of mind.

Our tax professionals always stay current in their knowledge about changes in regulations which have the potential to benefit you, as individuals and families with substantial assets and income. Use our expertise to help manage your capital gains and losses, employee stock options and investment expenses.

Take advantage of the various "Personal CFO" services we offer, dedicated to help you enjoy your lifestyle without interruption:

• Financial records
• Writing routine checks
• Bank reconciliations
• Bookkeeping
• Bill paying and collecting receivables
• General ledger
• Accounting for income and expenses
• Managing cash flow
• Regularly analyzing net worth
• Compilations
• Financial Statement

• Strategic tax planning advice
• Income taxes planning and preparation services
• Capital tax planning
• Estate and gift tax planning to help you provide for future generations while minimizing the tax impact
• Gift and estate taxes advice
• Estimated tax calculation & submission services
• Succession planning
• Retirement planning
• Cost segregation advice