Each client—whether business or individual—has a unique set of financial needs. When we begin working with a new client, we obtain a thorough understanding of those needs and determine the combination of services that will allow us to most efficiently and effectively manage the financial aspects of that entity. Our services include:

Accounting and Auditing

• Financial Statement Audits, Reviews, Attestations and Other Assurance Services
• Employee Benefit Plan Audits
• SEC Services
• Bookkeeping Services

Tax

• Business Formations & Entity Structures
• Strategic Tax Consulting for Businesses and Stakeholders
• Estate & Trust Services
• Tax Controversy Assistance
• International, Multistate & Local Tax Services

Advisory

• Business Management
• Executive Consulting
• Succession Planning
• Mergers & Acquisitions
• Internal Audit Assistance
• International Services
• Litigation Support