Client Services

Our firm offers a wide range of services to our individual,business and not-for-profit clients. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services

Tax Services [both U.S. and Israel]

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Companies

- Partnerships

- Sub-S/LLC

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Starting a new business

*Buying/selling a business

*Payroll services

*Value Added Tax services

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in both U.S. and Israeli tax laws to minimize both your current and future tax liabilities. Tax planning issues include but are not limited to:

*Israeli tax reform


*Business strategy

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare:

*United States federal and state tax returns and

*Israel income tax returns and capital declarations

for various types of entities including:






-not-for-profit organizations

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International Taxation

Our experience with the taxation of U.S. citizens working abroad and non-resident aliens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. We specialize in U.S. and Israeli cross-border tax planning and compliance.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Consulting Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. In addition to acting as a sounding board for management, we can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

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Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation


*Accounting system setup for new businesses

*Computerized payroll services

*Value Added Tax report preparation

*Personal financial statements

*Capital Declaration preparation

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. As part of our bookkeeping service we provide you with periodic financial statements. We also assist our company and not-for-profit clients with the preparation of interim unaudited financial statements for banks, investors and donors.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. Forecasting is a necessity when trying to effectively manage and lead a business to profitability. Our experienced staff can assist you in achieving your company's or not-for-profit organization's financial goals with proper budgeting and cash flow projections.

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Every business and not-for-profit organization in Israel must comply with published bookkeeping regulations. Our qualified staff can assist you with the day-to-day tasks associated with these bookkeeping regulations. Furthermore, meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.and are the foundation of a successful business.

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Taxing Authority Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various U.S. and Israeli taxing agencies - Internal Revenue Service, Israel Income Tax (Mas Hachnasa), Bituach Leumi, U.S. Social Security Administration, and Israel Value Added Tax.

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Pre-Aliyah Tax Planning

Now more than ever, with the Israeli tax reform impacting on all residents of Israel, it is essential to plan your business and investment strategies before making aliyah. Some of the questions you should be asking yourself are:

*Should I sell my house/condo before or after aliyah?

*Should I keep my tax-exempt municipal bonds?

*Should I keep my mutual funds?

*Should I sell my business or professional practice before aliyah?

*If I don't want to sell it, what are the tax implications in Israel of keeping it?

*Should I put my assets into a trust before aliyah?

*What are the tax consequences if I continue workng for my U.S. or U.K. employer? (see Outsourcing Services)

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Starting a Business in Israel

For new olim (immigrants), even those with extensive business/professional experience in the U.S., starting a new business or professional practice in Israel can be a daunting experience. We can assist you with finance, accounting and tax issues related to the start up process. Ask for our free "Start-up Kit". We also offer assistance to U.S. entreprenures who want to open a branch or new business venture in Israel.

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Value Added Tax Services

Unless exempt, all businesses in Israel are responsible for collecting VAT and submitting monthly or bi-monthly VAT reports. We can assist your business in the compilation of information and preparation of VAT reports in an efficient and timely manner.

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Auditing Services

Every company and not-for-profit organization in Israel requires an audited financial statement each year. Audits differ from financial statement preparation, as they are an intensive examination of your organization's systems and records providing the highest level of assurance. We also view our role in the audit process as an opportunity to provide constructive solutions for maximizing your organization's profitability and efficiency.

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Outsourcing Services: U.S. to Israel

Businesses in the U.S. and U.K. are finding it advantageous to outsource certain services to Israel. Amongst the reasons: it is less expensive and the time zone differences. We have a compnay which provides such serivces. For more information go to Jerusalem Professional Services.

This may have some relevance for those who want to make aliyah (or return to Israel) and continue working for their U.S. or U.K. employer.

We also have experience in establishing independent Israeli and offshore companies to meet similar needs.

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U.S. Branch or Subsidiary

We can assist Israeli companies to establish a branch or subsidiary in the United States.

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