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SERVICES

TRUSTS ESTATES

SCOPE

Preserve Your Legacy

Trusts and estates are evolving in response to changing tax laws and client needs to navigate tax planning and wealth transfer, adapting to changing laws and alternative assets.
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OUR PRACTICE

Expert Guidance for a Peaceful Future
We provide expert guidance in estate planning, trust administration, tax planning, probate, and asset protection to help clients navigate complex legal and financial matters.
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Knowledge

At Applied Accountancy, our team is dedicated to providing comprehensive guidance and expert advice on all aspects of trust and estate planning. From customized trust agreements to will preparation, probate avoidance strategies, and estate tax planning, we help individuals and families protect their assets and ensure the smooth transfer of wealth to future generations. Our experienced attorneys also provide trust administration services, including investment management, tax compliance, and distribution of trust funds. Additionally, we offer dispute resolution services to resolve any conflicts that may arise related to wills, trusts, and estates.

SOLUTIONS

Effortlessly Optimize Processes

Advisory

We help you navigate the most critical issues and opportunities associated with a complex and innovative environment.

Tax

By leveraging our expertise in cutting-edge technologies and strategies, we can help you stay ahead of the competition and drive real-life revenue growth.

Audit

Our resources, including industry-leading software and expert partners, help us deliver tailored solutions that meet your business needs.

Business Consulting

Our expertise helps businesses thrive by identifying new opportunities, fixing problems, and creating strategies for long-term success.

Outsourcing

We help you navigate the most critical issues and opportunities associated with a complex and innovative environment.

Strategy

By leveraging our expertise in cutting-edge technologies and strategies, we can help you stay ahead of the competition and drive real-life revenue growth.

Risk Advisory

Our resources, including industry-leading software and expert partners, help us deliver tailored solutions that meet your business needs.

Fractional CFO

Our expertise helps businesses thrive by identifying new opportunities, fixing problems, and creating strategies for long-term success.

Digital

We help you navigate the most critical issues and opportunities associated with a complex and innovative environment.

TAILORED SERVICES

Build Long-Term Financial Success

Our firm offers a comprehensive range of accounting services, designed to meet the unique needs of our clients. With our expertise and personalized attention, you can trust that your financial matters are in good hands.
  • Accounting Advisory
  • Audit & Assurance Support
  • Business Continuity Planning
  • CFO Advisory Service
  • Corporate Tax Return & Planning
  • Cybersecurity
  • Deferred Revenue Incentives
  • Digital Transformation
  • Employee Benefit & Health Plan Audits
  • Fraud Prevention & Detection
  • Industry Compliance & Standards
  • International Tax
  • IT Audit
  • IPO Readiness
  • Mobility & Relocation
  • State & Local Tax
  • Stock Options & RSU Planning
  • Transfer Pricing Analysis
  • Valuation & Due Diligence

SPECIALIZATION

What we do

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TAX POLICY

SCOPE Key Trends Shaping Modern Tax Policy The rise of remote work has led to increased scrutiny on cross-border taxation, while organizations are focusing on environmental, social, and governance (ESG) factors that influence tax strategy. Meanwhile, advancements in technology are streamlining tax reporting and analysis, making data-driven insights more accessible,

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ACCELERATE & GROWTH STRATEGY

SCOPE Financial Clarity and Success At our firm, we understand the importance of comprehensive tax services in helping individuals and businesses achieve their financial goals. That’s why we offer tailored tax solutions that cater to each client’s unique needs and circumstances. Contact Us OUR PRACTICE Your Partner for Financial Success

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TAX SERVICES

SCOPE Financial Clarity and Success At our firm, we understand the importance of comprehensive tax services in helping individuals and businesses achieve their financial goals. That’s why we offer tailored tax solutions that cater to each client’s unique needs and circumstances. Contact Us OUR PRACTICE Your Partner for Financial Success

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APPLIED.AI

SCOPE Transforming Tax Accounting: Expert Solutions, Exceptional Results The tax accounting industry is evolving rapidly, with the increasing importance of digital technologies, artificial intelligence, and data analytics driving the need for more efficient and accurate tax planning and compliance solutions. Contact Us OUR PRACTICE Your Partner in Tax Accounting Solutions

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ESG SUSTAINABILITY

SCOPE Sustainability Challenges Can Hinder Progress Organizations face challenges in implementing and maintaining sustainable practices, including limited resources, complexity, stakeholder engagement, measuring and reporting, balancing priorities, resistance to change, scalability, credibility, regulatory compliance, and maintaining momentum. Contact Us OUR PRACTICE Our Expert Services for a Greener Future We offer sustainability

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CANNABIS

SCOPE Uncovering Opportunities and Challenges The cannabis industry is experiencing trends such as the growth of edibles, CBD products, online dispensaries, and cannabis-growing technology. Contact Us OUR PRACTICE Accurate Bookkeeping, Tax Planning, and Compliance Services We provide expert accounting services specifically tailored to the cannabis industry, offering accurate bookkeeping, tax

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SUBSCRIBE

NEWSLETTER & INSIGHTS SUBSCRIBE TODAY Stay Ahead of the Curve Stay ahead of the curve with our expert insights. With disruption on the horizon, ensure your technology, strategy, operations, and people are prepared. Our subscription content offers actionable guidance from industry experts. Sign up now for a competitive edge. ENTER

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PAY

INDUSTRIES

Who We Serve

Our expertise extends to a diverse array of industries including:
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TAX POLICY

SCOPE Key Trends Shaping Modern Tax Policy The rise of remote work has led to increased scrutiny on cross-border taxation, while organizations are focusing on environmental, social, and governance (ESG) factors that influence tax strategy. Meanwhile, advancements in technology are streamlining tax reporting and analysis, making data-driven insights more accessible,

shutterstock 2331635783 2245x1684

ACCELERATE & GROWTH STRATEGY

SCOPE Financial Clarity and Success At our firm, we understand the importance of comprehensive tax services in helping individuals and businesses achieve their financial goals. That’s why we offer tailored tax solutions that cater to each client’s unique needs and circumstances. Contact Us OUR PRACTICE Your Partner for Financial Success

shutterstock 2326351789 2304x1215 e

TAX SERVICES

SCOPE Financial Clarity and Success At our firm, we understand the importance of comprehensive tax services in helping individuals and businesses achieve their financial goals. That’s why we offer tailored tax solutions that cater to each client’s unique needs and circumstances. Contact Us OUR PRACTICE Your Partner for Financial Success

shutterstock 2453211441 2304x1296

APPLIED.AI

SCOPE Transforming Tax Accounting: Expert Solutions, Exceptional Results The tax accounting industry is evolving rapidly, with the increasing importance of digital technologies, artificial intelligence, and data analytics driving the need for more efficient and accurate tax planning and compliance solutions. Contact Us OUR PRACTICE Your Partner in Tax Accounting Solutions

shutterstock 2431282257 2330x1306

ESG SUSTAINABILITY

SCOPE Sustainability Challenges Can Hinder Progress Organizations face challenges in implementing and maintaining sustainable practices, including limited resources, complexity, stakeholder engagement, measuring and reporting, balancing priorities, resistance to change, scalability, credibility, regulatory compliance, and maintaining momentum. Contact Us OUR PRACTICE Our Expert Services for a Greener Future We offer sustainability

shutterstock 1915504288 2333x1750

CANNABIS

SCOPE Uncovering Opportunities and Challenges The cannabis industry is experiencing trends such as the growth of edibles, CBD products, online dispensaries, and cannabis-growing technology. Contact Us OUR PRACTICE Accurate Bookkeeping, Tax Planning, and Compliance Services We provide expert accounting services specifically tailored to the cannabis industry, offering accurate bookkeeping, tax

Featured Resources

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Preparing Your Organization for Generative AI Integration

Successful AI adoption requires more than just implementation. It demands strategic planning and governance to prepare the workforce and leverage technology for driving innovation and efficiency. In today’s competitive market, organizations are increasingly turning to generative artificial intelligence (AI) to enhance efficiency and integrate data seamlessly. However, successful AI adoption

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IRS Reopens ERC Voluntary Disclosure Program

The ERC Voluntary Disclosure Program aids businesses in rectifying potential misclaims of the Employee Retention Credit, promoting transparency and compliance with IRS regulations. The IRS has recently announced a limited time reopening of the Employee Retention Credit (ERC) Voluntary Disclosure Program, creating a crucial opportunity for businesses that received ERC refunds for

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Revenue & Tax Proposals FY 2025

The Biden administration has released its 2025 Budget Proposal, outlining the president’s policy priorities and tax proposals in the next fiscal year from Apr 1, 2024, to Mar 31, 2025. U.S. Department of the Treasury also released the “Green book,” as an additional 256 pages for General Explanations providing further

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Technology Transforms Financial Management for SMEs

In today’s fast-paced business world, small and medium-sized enterprises (SMEs) face unique challenges in managing their finances. Limited resources, increased competition, and the need for real-time financial insights make efficient financial management critical for success. Thankfully, innovations in technology like cloud accounting, AI, and machine learning help SMEs improve their

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Corporate Transparency Affects Private Businesses in 2024

CTA (Corporate Transparency Act)The CTA was enacted by Congress on January 1, 2021, in an effort to combat financial crimes, money laundering, and corruption across all industries. The legislation mandates that privately held corporations, LLCs, partnerships, and other legal entities formed by filing with a Secretary of State must provide

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Strategies for Optimizing ERP Systems Without Replacement

Discover powerful strategies to supercharge your existing ERP system and transform it from a burden into a driving force for efficiency and profitability without the need for costly upgrades. If your enterprise resource planning (ERP) system is starting to feel more like a burden than a benefit, you’re not alone.

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Generative AI to Heighten Deception and Fraud Threats

AI brings forth a new wave of cybersecurity challenges and data vulnerabilities. Organizations must skillfully navigate the intricate relationship between AI and cybersecurity to manage these threats effectively. Explore innovative strategies to confront these challenges. As organizations embrace the transformative power of artificial intelligence (AI) to enhance efficiency and drive

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Visualize Business Intelligence Dashboards

Find out how financial dashboards and BI tools turn complex data into accessible insights, aiding decision-making. Utilize real-time analytics for improved financial management. Smart Financial Dashboards: Visualizing Financial Data with BI ToolsModern businesses have huge volumes of financial data that need to be processed. The analysis is quite important in

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A Cross-Border Tax Odyssey: New Challenges of Pillar Two

Uncover the transformative impact of Pillar Two on international taxation and learn how businesses can adapt to new global minimum tax standards while avoiding the pitfalls of double taxation. For businesses engaged in international operations, the realm of cross-border taxation is undergoing significant changes. New regulations from the Organization for Economic

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Hidden Culture Costs and Path to Authenticity

Is Your Organization Paying the Price for a Toxic Culture? Uncover the Hidden Costs and the Path to Authenticity. In the modern business environment, organizational culture plays a pivotal role in determining success. A negative workplace culture can have profound implications and hidden costs that significantly impact a company’s bottom

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Clean Fuel Production Credit 2025

On May 31, 2024, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) issued Notice 2024-49, which provides important guidance on the clean fuel production credit established by the Inflation Reduction Act (IRA). This credit, detailed in section 45Z of the Internal Revenue Code, is designed to promote the production

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Unveiling the Biggest Supply Chain Challenges of 2024

Supply chain challenges are poised to escalate in 2024. Stay ahead of the curve by tackling these key issues to enhance resilience and drive growth. As global commerce evolves, supply chains are crucial in connecting producers, manufacturers, and consumers. However, this complex web of logistics faces significant challenges in 2024.

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