Practice Areas
Managing today; planning for tomorrow.
Family Businesses. Large Estates. Investments. Debt. Family Legacy.
We work with both large and boutique law firms to help you manage your assets, minimize taxes, and transfer your wealth to succeeding generations.
Meticulous about details, proactive about planning, and unmatched in service. If it matters to you, it matters to us.
401(k) Audit Services read more
401(k) and Profit Sharing audits are one of the most scrutinized audits by the Internal Revenue Service and Department of Labor. Our team has extensive experience and up-to-date knowledge of all the relevant rules and regulations to ensure your plan is in compliance. We work with TPAs and trust companies to make the audit process as seamless as possible.
Audits, Reviews, and Compliations read more
At Goldgrab CPA PLLC, we have limited our audit services to only the real estate, 401(k) and non-profit industries. Our limited approach is in place so that we can specialize in these industries and can provide the highest level of services to our clients. To satisfy requirements of shareholders/owners, lenders, investors and other stakeholders, audited financial statements are of the utmost importance.
Bookkeeping read more
We have a team of dedicated specialists to assist with your ongoing bookkeeping needs. We provide a multi-tiered approach to our bookkeeping services. Depending on the needs of our clients, our services range from basic historical write-up of accounts, to full-charge bookkeeping services, including write-up of accounts, bill pay, financial statement preparation, payroll management and accounts receivable tracking.
Multi-Generational Families read more
At our firm, we work with many multigenerational high-net worth families. We understand that no two families are the same. Our professionals take the time to meet with the family members in order to get to know each of their concerns and desires and tailor our approach to provide an individualized experience to each person. Our services include bookkeeping, tax compliance, quarterly financial reviews, estate and gift planning, and much more.
Tax Returns and Planning read more
We assist businesses, individuals, and non-profit organizations with their planning and compliance needs. Our experience and knowledge allows us to be ahead of the curve on all of the latest changes to the Tax landscape and to ensure our clients are as tax efficient as possible. Our clients have a concentration in the real estate, medical, legal and wholesale industries.
Trust, Estate, and Gift Planning read more
By taking a hands-on approach to our clients we are able to look at their estate and assist in the planning process. We work together with your estate and gift attorneys to create a plan that fits both your lifetime liquidity concerns and legacy planning desires.