Tax planning and transaction consulting is our core offering. Our engagement teams apply over 20 years 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 with managing 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.
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.