Our Services

Value.

Service.

Quality.

We deliver.

Our engagement teams apply decades of professional experience to client goals and transactions to achieve solid results. Our experience is wrapped around a framework of strong academic training including undergraduate training in accounting, economics and business administration with graduate degrees in taxation and law.

To assist our high net worth clientele, we provide comprehensive services to help coordinate outside relationships with portfolio managers, financial planners, bankers, insurance brokers, and estate and trust attorneys. These services build from our primary goal of managing the tax planning and compliance needs of these clients.

Additionally, we assist entrepreneurs with business planning, accounting systems, choice of entity, and other start-up issues. We can help with operational issues, including optimizing accounting methods and compensation strategies. Finally, we are very experienced with exit strategies including mergers, sales, and generational planning.

We also provide a broad range of services to the nonprofit organization community. Beyond our pro bono and volunteer efforts we help navigate the increasingly complex elements of audit and tax reporting for the NPO industry. We work with private foundations and public charities to help minimize administrative costs and put more resources to mission.

Tax Consulting

Our value add comes from our ability to plan for and optimize tax consequences of each client situation. From planning for individual tax liabilities to complex business transactions, we have the expertise, resources and passion to bring strong results to our client needs.

Tax Compliance

Our tax compliance systems are leading edge, combining the strongest software platforms available with skilled professionals to create a highly efficient process.

Business Advisory

Acquisition and sale transactions, business operations, and strategic issues require sophisticated tax planning and economic evaluation. Our teams bring the resources, experience and creativity to optimize the results.

Attestation

We offer audit services focused on the NPO industry and review and compilation services to our closely held clients. We bring the necessary expertise with practical business experience to create an effective result.

Please contact any of our accounting professionals to learn how we can help.