Management Advisory Services

Estate planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Expert Witness Service

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

Litigation Support Service

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Services

Audit and Accounting Services

Audits

Corporate
Not for profit
Homeowners and CIRA
401(k) and defined benefit plans
403(b) tax sheltered annuities
Reviews
Compilations
Bookkeeping and Write-up
Cashflow and Budget Analysis

Tax Services

Successful Tax Planning and Preparation
Estate & Trust Tax Preparation
IRS Representation
Payroll Services
Sales Tax

Business Advisory Services

Business consulting
Business entity selection

Management Advisory Services

Estate Planning
Expert Witness Services
Litigation Support
Forensic Accounting