Who We Serve
We have experience serving a wide array of entities and industries including, but not limited to, the following:
Individuals
Startups & Small Business
Independent Contractors
Non-Profit Organizations
Trusts & Estates
Heavy Construction
Manufacturers
Health Care Providers
Agriculture & Farmers
Professional Service Firms
Our Services
This list is not exhaustive. For inquiries into other tax and account services please contact us.
Tax Compliance and Planning (Multi-state and Local)
- Tax returns have established due dates which can provide unneeded stress to individuals, business owners, and nonprofit directors. We strive to alleviate this stress by thinking of tax compliance and planning as an ongoing process which has no set date. We maintain a focus on always keeping up to date with new tax code at the local, state, and federal levels providing our clients with a sense of certainty as it pertains to an oft-uncertain topic.
Accounting and Bookkeeping Services, Including Software Support
- Common engagements consist of one of our experienced CPAs working with a client on a regular basis whether it is weekly, monthly, onsite, or virtual. The CPA works directly with owners and management, to provide a higher level of accounting and financial expertise and allow our clients to focus on what they do best – growing their business.
Assurance Services Including Audit, Review, and Compilation
- Clients for whom we provide these services are often subject to various reporting requirements from regulatory agencies, lenders, investors, or other third parties. We consult with the clients to understand these needs and provide the right level of assurance services. We are often able to negotiate with the third party requiring the services to potentially lessen the requirements and subsequently the fees.
Controllership & CFO Services
- Similar to our accounting and bookkeeping services, our controllership and CFO services provide our clients with a higher level or financial knowledge for their company. A typical engagement may include oversight and review of employee accounting staff, financial analysis and planning for management and owners, review of outside vendors, and liaison with lenders and investors. This provides the client with additional knowledge and a second opinion which can supplement existing company capabilities.
Acquisition/Divestiture Consulting
- We advise our clients and perform extensive due diligence on both the buy and the sell side. We plan to maximize tax benefits, coordinate with outside professionals such as attorneys, investment bankers, and other stakeholders, and assist with preparing and reviewing document requests.
Estate and Business Succession Planning
- In most cases, our high-net-worth clients are current or prior business owners or high-level corporate executives. We assist clients with transferring wealth to the next generation while minimizing tax implications, but always focusing on the desires and objectives of the client. Additionally, our firm has done extensive work with employee stock ownership plans (ESOPs).
Executive and Key Person Compensation
- Many techniques are utilized to compensate, reward, and retain top talent. We work with our clients to advise them on all options, focusing on the options that provide the most value and accomplish the objectives. Examples of our experience include buy/sell agreements, deferred compensation plans, key man insurance, and other retention techniques.
International Services and Other Specialty Technical Service Areas
- This list of services is not exhaustive. Our firm is, at its heart, a team of problem solvers and our professional network provides us with resources and knowledge that we may not have internally. Early in 2021, we will be joining the BDO alliance. This will allow us access to resources, intellectual, property and specialists from the 5th largest accounting firm in the world. We are excited to announce this and look forward to the value, resources, and technical experience which we will be able to provide to our clients while preserving our independence and exceptional service.
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