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We are in the business of creating value.
Private Client Services
Adval Consulting, LLC is affiliated with JJRPA, and is led by Julian J. Rodriguez, CPA. It is supported by a senior management team with a breadth of skills including accounting, taxes, estate planning, business advisory and family office services. Adval’s goal is to provide the highest quality of professional service to its clients by implementing a continuous monitoring strategy, which in turn becomes a very helpful tool in the client’s decision making process.
Family Office Services
Adval offers Family Office services, including:
- Cash flows and budgeting
- Financial statement preparation
- Estate planning, including trust administration
- Family meetings and conflict resolution
- General education and planning
- Property management
- Large asset acquisitions
Bill Paying & Cash Management Services
At Adval, we provide a full spectrum of bill paying and cash management services
- Client funds deposited into individual trust accounts
- Monthly transaction reports prepared, listing all activity within the client’s trust account
- Trust accounts reconciled monthly with each report agreeing to end-of-month trust balance
- Client billing statements addressed c/o Adval
- Payments processed as invoices are received at Adval’s office
- Processing entails proper posting and authorization of payment within Adval’s internal control system
Tax Advisory Services
Adval’s professionals work with individual client’s needs to ensure proper, yet efficient, compliance with US tax regulations
- Strategic tax planning for non-US residents
- Preparation of individual, corporate, foundation, partnership, fiduciary and gift tax returns
- Transaction planning and structuring
- Representation before US tax authorities
More than just investment advice, our high-level professional service combines financial advice, tax services, retirement planning and legal/ estate planning in our effort to successfully plan for your future.