Bass & Lemer handles the full-range of tax and accounting needs for the following types of clients:
Multi-Generational Families
The complex structure of many multi-generational families and the interplay of personal with business issues, create unique dynamics and challenges for multi-generational family clients. Add in a mix of short-term and long-term wealth objectives and philanthropic endeavors, and the result is an intricate web of needs and goals that requires a distinct kind of attention.
Bass & Lemer works extensively with large families that operate businesses and/or maintain real estate holdings together to help them manage their diverse interests while reducing risk and sustaining wealth across generations. Because we understand personally the complexities associated with these situations, we are skilled at discreetly navigating the boundaries between private lives and co-mingled affairs and we are able to offer a broad spectrum of sophisticated solutions.
Real Estate Entities
Bass & Lemer has a significant real estate practice, both locally and internationally. Working with self-managed entities and managing agents, we help clients with compliance issues, tax return preparation, due diligence investigation, audit services, and more.
In addition, Bass and Lemer understands that cooperatives and condominiums have specialized needs that go beyond just accounting, audit and tax services. Our team has a wealth of experience serving cooperative and condominium boards and managing agents in all functions. We have the expertise to handle any issues or challenges you may face in your business, and we offer the personalized service and proactive solutions you need to create value throughout the year.
Nonprofit Organizations
Despite their tax-exempt status, not-for-profit organizations often have complex tax compliance and planning requirements. Bass & Lemer works with charitable entities such as private foundations to help them manage their tax responsibilities. We not only provide comprehensive, timely, and accurate reporting services to these organizations, we also help them increase efficiencies, streamline processes, and make the most of their limited assets.
High Net Worth Individuals
Bass & Lemer has a long record of helping affluent clients minimize fiscal challenges and maximize financial opportunities. From income tax and estate strategies to succession and asset transfer planning, we collaborate with clients' outside advisors and attorneys to manage money today and preserve wealth for tomorrow.