Success-Oriented Services
We partner with our clients every step of the way to achieve the desired results.
Services
Accounting & Assurance
- Accounting & Bookkeeping
- Agreed-upon Procedures
- Bankruptcy Accounting
- Employee Benefits Plan Audits
- Financial Projections
- Internal Controls Review
- Payroll Services
- QuickBooks Training & Consulting
- Business Consulting
- Interim CFO/Controller
- Sales & Use Tax Reporting
Technology Consulting
- Accounting Software and Systems
- Backup and Disaster Recovery
- Email Migration and Upgrades
- Help Desk and Staff Support
- Information Retention Planning
- Network Design and Maintenance
- Server Virtualization and Upgrades
- Strategic Planning
- Technology Assessments
- Technology Training
Tax Services
- Cost Segregation Studies
- Employee Benefit Plan Consultation
- Entity Selection
- Estate Planning
- Estate Tax Return
- Gift Tax Return
- Integrated Tax & Investment Advisory Planning
- IRS Issues
- Ownership and Business Structure
- R&D Tax Credits
- Sales and Use Tax Consultation
- Succession Planning
- State & Local Taxation
- Tax Credit Incentives
- Tax Deferral and Mitigation Strategies
- Tax Provision Preparation
- Trust Tax Return
Specialized Services
- Buy/Sell Agreements
- Cash Flow Analysis
- Key Employee Compensation Plans
- Peer Review
- Retirement Plan Design & Administration
Merger & Acquisitions
- Due Diligence
- Tax Planning
- Transaction Structure
Litigation, Forensic and Valuations
- Business Valuations
- Fraud Investigation
- Litigation Support
Wealth Management
- College Funding for children
- Insurance Plan Review
- Investment Management
- Retirement Planning
- Wealth Transfer Planning (LTC/life/disability)