Comprehensive tax, accounting, and advisory services to mid-size companies, emerging businesses, and high net worth individuals.
INSIGHT & TRENDS
We provide business owners with insight into critical industry trends.
RISK MANAGEMENT & REGULATIONS
We provide leading practices and risk management within the tax and accounting regulatory environment.
The Foundation Of Our Success
The foundation of our success comes from our focus on specific industries and markets and our commitment to our guiding principles.
Rather than providing generalized services to everyone, we aim to provide unmatched services to a select group of industries and individuals that require a distinct level of expertise. This specialized and purposefully limited focus allows us to provide a higher level of service and personalized attention to our clients. We have specifically designed our services to meet your needs, as opposed to our competitors who often ask their clients to shoehorn their specific needs into a preexisting set of standard services.
Our active participation in industry associations and trade groups allows us to both gain and subsequently share our collective knowledge base with you through our blog, published articles, webinars, seminars, networking forums, and benchmarking surveys. Because we understand the challenges facing your organization, we surround you with a dedicated, multi-disciplinary team who can provide you with proactive and relevant information so you can make well-informed and timely decisions about your business.
- Merger and acquisition planning
- Risk mitigation strategies
FAMILY OWNED BUSINESSES
- Income tax planning and compliance services
- Wealth transfer and estate/trust planning
TECHNOLOGY AND SOFTWARE
- Setting up stock-based compensation arrangements
- Devising tax-efficient compensation structures
- Royalty fee agreements, calculations and audits
- Franchise acquisitions
MANUFACTURING AND DISTRIBUTION
- Inventory valuation methods
- Product and customer profitability analyses
CORPORATE TAX OUTSOURCING
- State allocation and apportionment reviews
- Tax provision and compliance automation projects
- Mortgage loans held for sale and investment
- Interest rate lock commitments
CERTIFYING ACCEPTANCE AGENT SERVICES
- Documents used to authenticate identity and foreign status (i.e. passport, driver’s license, etc.) can be returned in days rather than months