Family Office 2019-07-30T21:21:14+00:00

Family Office & Estate Planning CPA

Trusted, personable, and confidential advisors for your wealth

With increased wealth comes increased responsibility. New challenges constantly arise, and the immense amount of information, options, requirements, and red tape can easily become overwhelming. Your financial decisions carry great weight and can be greatly affected by accurate and timely reporting.

The trusted experts at Stratagem are familiar with the challenges that high net worth individuals and families face when it comes to managing their wealth and businesses. We provide proactive, confidential, and cost-effective solutions for financial oversight and for evaluating and monitoring assets and personal finances. Our comprehensive approach includes planning, compliance, reporting, and working in conjunction with existing advisors. We’re able to offer objective advice free from conflict since we are not in the business of selling products or investments.

We have an array of services to build a customized plan for you. They include:

Tax Services – Our experienced tax team is dedicated to helping clients address tax filing and planning concerns and minimize tax liability. Our services:

  • Tax returns- Preparing company and individual tax returns to maximize tax savings for you and your business
  • Tax planning for your income, estate, generation skipping, and gift tax needs
  • Succession planning and business owner exit strategies
  • Estate and Gift Planning to help you develop efficient and effective gifting strategies to meet both your family and philanthropic goals
  • Family governance and generational planning
  • Trustee, Executor, and Guardianship supposed services

Accounting Services Our accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting, including:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly reconciliations – bank accounts, investment accounts, credit cards etc.
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • Maintaining property listing and complete annual personal property filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training

IT Services – We share our technology expertise with you, making sure your systems run smoothly and your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO services
  • Enterprise Content Management  (ECM)
    • Sharepoint


Focus Area Detail