Services

Tax – Income Tax

Tax services include tax preparation, tax filing, tax projection, tax estimates, tax consultation and tax audit representation. More about Income Tax Services

Tax – Trust & Estate

As an individual with high net worth, you will want to work with an accountant who has experience with trust and estate taxation, family offices, succession planning, developing financial, estate, and philanthropic-giving plans.   More about Trust & Estate/ High Net Worth Individuals Specialization. 

Audit

Audit, review, compilation, or agreed upon procedures are part of assurance services or attestation services. These services are often required to be performed by an independent Certified Public Accountant. Assurance engagements can be time consuming. The sooner you contact us, the better. We work with you to understand your current needs, expectations and systems, and tailor our approach to develop a plan for an efficient engagement. More about Audit Services

Business Valuation

Business valuation services are often requested by business owners, attorneys, and accountants to assist with exit strategy, retirement planning, estate planning, or legal disputes including, but not limited to, marital dissolution, ownership changes, business sales, independent tax compliance. More about Business Valuation Services

Capital/Funding Advisory

Capital/Funding advisory services include serving as liaison with potential lenders, investors and outside financing sources, assisting in structuring capital, cash flow management, and facilitating mergers and acquisitions. More about Capital/Funding advisory

Bookkeeping

Bookkeeping services include recording and categorizing transactions, processing bill payments, sales tax filing, bank reconciliations, loan reconciliations, and equity reconciliations. Payroll and entity administration are separate services available upon request. Additional features include, but not limited to, Job Costing, Time and Billing, DCAA reports for government contractors. More about Bookkeeping Services

Part-time CFO (Fractional CFO)

Part-time CFO services generally include financial reporting,  budgeting, developing financial strategy, financial forecast, interpreting financial reports for essential business decisions.

CFO services also include serving as liaison with potential lenders, investors and other outside financing sources, assisting in structuring capital that is ideal for your organization, cash flow management, and facilitating mergers and acquisitions. More about CFO Services

M&A Advisory

If you plan to buy or sell a small business, contact us for M&A advisory services. Our M&A member firms can assist you with due diligence, post-transaction integration, and optimizing tax structure. This is not a brokerage service. More about M&A Advisory

Financial Planning

Financial planning and advisory services generally include developing a strategy customized for you to build and preserve your wealth, and to address your retirement income objectives. You can expect your financial advisor to walk you through a step-by-step process that will give you clarity and help you feel confident in your decisions. Request Info

Property Tax

Property tax consulting services provide tax reduction solutions that minimize taxpayer liabilities. Our property tax consultants have in-depth knowledge and extensive experience with a focus on industrial and commercial properties. Property tax consulting fees are generally contingent upon tax savings. Request Info



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