Tax

TAX SERVICES

• Tax compliance & tax planning
• Controversy & dispute resolution
• Credits & incentives
• International tax
• State & local tax
• Tax structuring
• R & D tax credit

ESTATES AND TRUST PLANNING AND PREPARATION

• Preparing an estate plan
• Fiduciary accounting
• Estate & trust administration
• Trust planning & charitable gifting

Accounting

ASSURANCE AND COMPLIANCE

• Audited financial statements
• Reviewed financial statements
• Compiled financial statements
• Employee benefit plan audits
• Governmental accounting standards
• Contract compliance audits
• Audits in accordance with uniform grant guidance

ADVISORY SERVICES

• Outsourced accounting
• Interim CFO/Controller
• Internal control design

Consulting

MANAGEMENT CONSULTING

• Operations optimization
• Lean/Six sigma process design
• Assessment & planning
• Development & integration of technology
• People & process development
• Executive coaching

STRATEGY & OPERATIONS

• Organizational planning
• Performance audits
• Generational succession planning
• Warehouse & logistics
• Operations due diligence
• High net worth advisory services

RISK CONSULTING

• Internal audit & risk management solutions
• Fraud & forensic accounting
• Litigation support-financial analysis

TRANSACTIONS

• Cost segregation
• Due diligence
• Mergers & acquisitions
• Restructuring
• Business Valuations