Tax & Tax Planning

  • Income tax compliance (preparation) of Federal, state and local matters, businesses, trust and estates, and individuals

  • Income tax controversy, settlement negotiations, offers in compromise, tax appeals

  • Income tax planning, strategy development and tax minimization techniques

  • Business formation and entity selection

  • Domestic and global tax structuring 

  • Cost segregation studies and related income tax compliance

  • Property tax reduction assistance - personal property and realty

  • Estate planning assistance

  • Asset protection matters

  • Other tax matters, including foreign, sales and use, personal property tax, etc.


Accounting, Financial Statements & Audits

  • Full range of financial statement preparation services, including compilation, reviews and certified audits

  • Agreed-upon procedure engagements

  • Corporate governance, record-keeping and record retention assistance

  • IOLTA trust account management

  • Monthly Bookkeeping Services 


Business Advisory & Litigation Support

Business Advisory:

  • Developing or enhancing owner exit strategies

  • Business succession planning

  • Capital raising efforts assistance, including business plans and private offering memorandums

  • Loan, lease and refinance negotiations

  • Lease vs. buy analyses

  • Insurance analyses and assistance

  • New business start-up assistance and consultation, including entity selection

  • Outsourced CFO services

  • Identification of business and tax risk areas

Financial Planning & Analysis:

  • Financial modeling & forecasting

  • Profit enhancement techniques, including expense reduction

  • Budget preparation & review

  • Cash flow management

  • Financial dashboards

  • Ratios, Metrics & Key Performance Indicators (KPIs)

Litigation Support:

  • Business related litigation or disputes

  • Damage calculations

  • Income reconstruction

  • Reconstruction of books and records

  • Forensic accounting matters

  • Criminal tax related matters

  • Fraud Investigations

  • Marital (divorce) forensics and related litigation support