Tax
Our comprehensive tax services have you covered. We stay abreast of changes and nuances in the tax law so you don’t have to. We specialize in engaging with complex structures and unique situations, since there is no one-size-fits-all approach to tax planning and compliance.
Planning
Individual and Corporate Estimates
Estate Planning
Succession Planning
Specialty Transactions
Compliance
Federal Taxes
State Taxes
Tax Authority Representation
Tax Resolution
We plan across our clients’ tax universe, so whether you be a business owner, high net worth individual, or manager of complex partnership entities, we can assist in developing optimal outcomes for you and those that are counting on you.
Finance Professionals On Call
Not all businesses can justify a full-time CFO on the leadership team for various reasons. You can call on us to pinch hit. We can tackle specific projects and responsibilities or act as an ongoing part-time resource to help direct your team and produce actionable reporting.
Cash flow management & forecasting
Oversight for AP disbursement procedures
Preparation and support for completing financial audits
Internal Control evaluations
Documenting processes and procedures
Put your numbers to work for you. We can help.
Simple Tools | Uncommon Results
When approaching a modeling or other solution-design project, we bring a unique combination of business acumen, creativity, and problem-solving intuition to the table. A mastery of simple office tools allows us to deliver impressive results.
Over the years, we have built many dynamic and complex financial models for clients, but we love the challenge of tackling any client requirement. Our model efforts have provided custom tools for commission calculations, deal underwriting Our extended team includes development resources should standard spreadsheet technology not suffice for your needs.
Custom Built Applications