SERVICEs Overview

 
 

Tax Matters

Business, Estate and Gift, Individual Prep

Tax-Saving Strategies

Cost Segregation

Entity Choice and S Election Analysis

Foreign Tax Credit Analysis

FBAR Reporting

Attestation

Audit

Review

Compilation

Internal Control Study

Agreed Upon Procedure

Employee Benefit Plan Compliance

Due Diligence

accounting and consulting

Bookkeeping

Budgeting

HR Recruiting

Metrics

Fraud Prevention

Cash Flow Analysis

Outsourced CFO

Projections & Forecasts

Profit Enhancement Services

Wealth Preservation

Review of Estate Plan Documents

Asset Protection

Succession Planning

Litigation Support

Valuation

Client Industries

Manufacturing

Retail

Wholesale / Distribution

Professional Services

Real Estate Development

Insurance Companies

Investment Companies

Employee Benefit Plans

501(c)(3) Organizations - Not-for-Profit

501(c)(4) Organizations - Civil Leagues, Associations

501(c)(6) Organizations - Business Leagues, Chambers of Commerce

Colleges and Universities

Hospital / Medical

Unions