Forensics & Assurance — From uncovering fraud to providing peace of mind, we help you gain confidence in your financial picture. Our experts also offer forensic support for spouses navigating divorce, ensuring clarity and fairness in every number.
Tax Planning — From choosing the right entity to optimizing multi-tiered structures, unlocking S-Corp tax savings, employing family members, shifting income strategically, and leveraging cost-segregation — we’ve seen and implemented it all. Tax strategy is a puzzle, sometimes simple and sometimes intricate. Let’s build it together for maximum efficiency and savings.
Fractional CFO — From billing and invoicing to bookkeeping, tax prep, and planning, our Fractional CFO service brings every financial function together under one strategic lens. Gain insight, structure, and foresight — all without the full-time cost. Limited opportunities available for this all-inclusive, high-touch service.
Compliance — We handle your Federal, State, and Local compliance needs with precision and care. From income tax filings and annual reports to responding to notices and preparing estimated tax calculations and vouchers — we ensure you stay compliant, confident, and ahead of deadlines.