Services:


Strategic Planning


• Mergers and Acquisitions
• Executive Compensation Planning
• Profit Planning and Cash Forecasting
• Ownership and Management Succession Planning
• Estate Planning
• Personal Financial Planning
• Performance Improvement Consulting
• Structuring Large Dollar Transactions
• Business Valuation Services


Accounting and Auditing


• Financial Statements Audit
• Financial Statements Review
• Financial Statements Compilation
• Special Reports


Tax Planning and Preparation


• Income Tax Planning for Individuals
• Income Tax Planning for Businesses, Corporations, Partnerships, LLCs
• Business Transaction Consulting
• Tax Controversy Consulting
• Estate Planning and Compliance
• Trust Administration


Additional Services


• Property Tax Reporting
• Sales Tax Compliance
• Inventory Capitalization


Litigation Support


• Dispute and Claims Management
• Expert Witness
• Discovery regarding complex business issues


Management Advisory Services


• Buy-Sell Agreements
• Employee Benefit Plans
• Financing
• Partnership Agreements
• Human Resources Management
• Cash Management
• Lease-Buy Considerations
• Cost Accounting
• Bonding for Construction Contractors
• Business Planning and Organizational Development
• QuickBooks