Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is small, our clients benefit by getting personalized, quality service that is beyond comparison. Below is a list of the services offered 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.


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 assets. We can guide you through the complex process of devoloping an estate plan to fulfill your objectives. We also have relationships with several highly respected estate planning attorneys to assist in implementing your estate strategies.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Miscellaneous

High Value Tax Planning and Compliance

In addition to quarterly and year end tax planning, and maximizing tax efficiency through stock option planning, we have access to cutting edge tax saving ideas in the marketplace, and bring the ideas to our clients when appropriate. We do not view tax compliance as a simple exercise in data input; rather, we constantly strive to optimize our clients? tax savings during the preparation process. These services are offered to individuals, corporations, partnerships and LLCs, estates, and trusts. We also offer tax authority representation.

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Family Office Services

When managing your wealth becomes like running a business, we can help you maintain an accurate picture of your financial affairs, from financial statement preparation and bill pay services, to tracking frequent flyer miles. We also act as liaison (or gatekeeper depending on the situation) with charitable organizations seeking your donation, and service providers wishing to get your business.

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Risk Management

We know that successful families require customized insurance plans to adequately safeguard their assets. While Praetorian Advisors does not sell insurance products, we can assist in developing an insurance plan to meet your needs. We also work with insurance professionals on your behalf who are familiar with the special, customized needs of high net worth individuals to implement your plan.

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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 cannot 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
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

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