Our Services

Accounting and Auditing

Tax Planning and Preparation

Tax Planning and Preparation

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  • Accounting Systems Design
  • Agreed Upon Procedures
  • Audits, Reviews, Compilations
  • Collateral Substantiation
  • Forecasts and Projections
  • Internal Control Testing
  • Controllership Functions (bookkeeping, payroll, sales tax)

Tax Planning and Preparation

Tax Planning and Preparation

Tax Planning and Preparation

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  • Tax Research for Complex Transactions
  • Entity Structure for Doing Business
  • Trust and Estate Tax Planning
  • Employee Benefit Plans
  • Business Tax Returns
  • Individual Tax Returns
  • Trust Tax Returns
  • Estate and Gift Tax Returns
  • Multi-State Tax Returns
  • Tax Exempt Entities

Financial Planning

Tax Planning and Preparation

Financial Planning

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  • Financial Planning
  • Retirement Planning
  • Estates and Trusts
  • Bankruptcy
  • Investment Performance Monitoring
  • Asset Allocation

Business Services

International Taxation

Financial Planning

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  • Cash flow and budgeting analysis
  • Financial forecasting and projections
  • Debt management
  • Evaluation of financing options
  • Choosing and implementing computer systems and software
  • Business valuation
  • Buying and selling a business
  • Bankruptcy
  • Consulting

Management Consulting

International Taxation

International Taxation

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  • Mergers, Acquisitions, and Sales
  • Compensation and Incentive Planning
  • Financial Packages
  • Industry Comparisons
  • Litigation Support and Expert Testimony
  • Internal Systems Reviews
  • Buy-Sell Agreements
  • Succession Planning
  • Capital Expenditure Planning
  • Product Profitability Analysis
  • Business Plans

International Taxation

International Taxation

International Taxation

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  • International Tax Consulting
  • Transfer Pricing
  • International Tax Strategy
  • International US Tax Compliance
  • Global Tax Compliance
  • Also see Canadian Specialization