
Audits, Reviews, & Compilations
Any company strategically planning for the future must rely on its ability to analyze its financial statements. When accurately prepared financial statements are provided to you in a clear and timely manner, they become the basis for a deeper understanding of your financial position. Whether you require accurate financial reporting for internal analysis, or as…

Business Valuations
Our business valuation services are an area of specific expertise than can benefit clients in a variety of business and personal circumstances. A competent business valuation can assist the client in succession planning, business sales and acquisitions and benefits planning. It is a necessity in cases of divorce, estate planning, and negotiations among stockholders or…

Employee Benefit Plan Audits
The Employee Retirement Income Security Act of 1974 (ERISA) requires certain employee benefit plans, such as defined contribution plans, defined benefit plans, and certain welfare benefit plans, to file Form 5500, Annual Return/Report of Employee Benefit Plan, with the Department of Labor and Internal Revenue Service. Generally, plans with more than 100 participants at the…

Startup Services
Our firm can help start-up companies with tasks that may eliminate need for high cost CFOs such as: compiling financial statement in compliance with US GAAP, financial forecasting, and as well as providing more sophisticated services such as equity and debt structuring guidance, stock option pricing, merger and acquisition due diligence support and other initiatives.

Management Advisory
The success of every business can be traced to the decisions of management. Proper management decisions regarding the business’s finances and strategies take into consideration strategic planning, financing alternatives, and operating policies and procedures. The management advisors from our firm will become the ultimate “Business Partner” to guide the business owner and management team in…

Tax Planning, Compliance and Preparation
A major outflow of cash from most profitable businesses is taxes. And while proper planning does not guarantee the elimination of taxes, it can minimize the liability. The professionals at our firm are dedicated to helping our clients retain their profits by keeping current on the ever-changing tax code, and by planning accordingly. We have…

Merger and Acquisition Services
From transaction tax structuring and due diligence, our dedicated M&A Tax Practice delivers comprehensive, partner-led services to clients of all sizes. With deep experience across industry sectors and our professionals are uniquely qualified to meet particular needs of our clients, whatever they may be. Our service model is built upon approach to maximizing exit value for…

International Taxation
Our firm is one of only a handful of non-national firms that have expertise in tax compliance for multi-national companies and a variety of US/Foreign individual tax issues. Countries of expertise include: The United States, Canada, United Kingdom, and India.

Fraud Investigation
Fraud is a risk for every business. Fraud can be an expensive drain on an organization’s resources. Our firm has been proactive in the fight to prevent fraud. We have done numerous presentations to organizations on the types of common frauds and effective internal controls. In addition, our firm can assist in your evaluation of…

Individual Tax and Financial Services
Our firm offers a wide variety of services to individuals with taxes and personal finances. We can provide Personal Financial Statements Tax preparation and compliance Tax planning for Individuals, Estates, and Trusts Personal Financial Planning Estate Planning

Wealth Management
Our firm offers audit, tax and consulting. We are dedicated to serving hedge funds, investment advisors, broker/dealers and venture capital funds, as well as consulting on regulatory compliance for funds registered under the Investment Company Act of 1940. Our principals have extensive background in financial services, including experience with both national public accounting firms and…

Nonprofit Organizations
Our firm has extensive experience providing financial services for Charitable Organizations, Industry Groups and Associations, Colleges, Private Schools, Financial Aid, and Medicare Cost Reports.