Services

Consulting & Advisory

Tax and Compliance

Accounting and Bookkeeping Services

Forensics and Business Valuations

Business Valuation Services

Forensic Accounting

Services

Consulting & Advisory

Consulting and advisory are at the heart of our work. We help high individuals and businesses save tax dollars by developing long-term strategies tailored to their unique goals. Our approach goes beyond filing, we provide consistent, year-round guidance through proactive forecasting and mid-year planning. By staying ahead of tax changes and aligning with our client's vision, we empower them to make informed decisions, reduce liabilities,

and keep their financial goals on track.

We work with a team of professionals to tailor a plan to fit your specific needs:

• Financial Tax Planning for Businesses, Families, and Individuals

• Retirement Tax Planning

• Estate Tax Planning

• Tax Planning and Strategy

• Trust and Estates

• Business Management and Family Office

• Not-for-Profit Management and Private Foundations

• IRS Representation and Tax Controversies

• International Investments-Taxation

• Retirement Tax Planning

Tax and Compliance

We stay on top of constantly evolving tax laws and regulations, helping our clients navigate the ever-changing landscape with confidence. Our team develops personalized, strategic tax plans that maximize every allowable benefit—aligning your tax strategy with your personal, family, and business goals. We work closely with our clients as trusted partners, ensuring they understand their options and feel empowered to make informed decisions at every step.

Our tax preparation and compliance services include:

• Business

• Individuals

• Not-For-Profits

• Estate

• Fiduciary

• Gift

• Payroll Tax

• Sales Tax

• IRS, State, and Local Audits

• Foreign Reporting

• Internation Taxation

Accounting and Bookkeeping Services

We help business owners take control of their finances with clarity and confidence. Our services extend beyond compliance—we educate and empower clients to truly understand their financial numbers, make informed decisions, and establish a strong foundation for their businesses. By streamlining accounting tasks, our clients gain back valuable time, avoid costly mistakes, and unlock insights that help them grow with purpose. Together, we create systems that support your vision, allowing you to focus on what you do best leading your business and serving your community.

We customized our services based on your needs.

How It Helps:

• Tracks income and expenses, helping businesses manage their cash flow effectively

• Provides real-time financial insights, allowing for informed business decisions

• Helps businesses stay compliant with tax reporting and financial regulations

• Reduces financial stress by ensuring organized, transparent records

Forensics and Business Valuations

Business Valuation Services

We specialize in providing comprehensive, multi-dimensional valuations for small privately owned businesses, whether for purchase, sale, buy-sell agreements, insurance planning, or estate and gift tax purposes.

Our approach goes beyond the numbers, helping business owners and families understand the true value of their businesses, make informed decisions, and plan with confidence.

We can serve your Business Valuations needs for:

• Mergers and Acquisitions

• Estate Tax and Gift Tax Planning

• Bankruptcy

• Business Disputes

• Buyouts

• Divorce

• Other Business Valuation Scenarios

Forensic Accounting

Our forensic accounting services help clients navigate complex financial disputes with clarity, precision, and integrity. We partner with individuals, businesses, and legal teams across various industries to uncover facts, quantify losses, and provide objective, well-supported insights.

Forensic accounting isn’t just about the numbers—it’s about understanding the story behind them and empowering clients to make informed decisions in high-stakes situations.