Strategic Tax Planning

Our team of certified public accountants love listening to your complex questions, and then, exploring all options to find solutions that best fit your unique tax needs.

  • Individuals and privately held business taxation
  • Tax return preparation for all types of entities and income levels
  • High-income and high-net worth consulting
  • Estate, trust and gift taxation
  • Executive compensation
  • Retirement + succession planning
  • Industry-specific expertise in Construction, Real Estate, Manufacturing, Automotive, Financial Institutions, Medical + Dental Practices, Opportunity Zones and more. 

Audit + Compliance

From disruptive technologies and evolving operational norms to increased regulations, our seasoned audit team stays on top of changing industry dynamics by continuing to learn and develop expertise to better serve you. Additionally, our clients receive a higher level of client service and professional support. 

  • Employee benefit plan audits
  • 401(k) and 403(5) benefit plan audits
  • Business transition services
  • Financial statement preparation
  • Reviews
  • Audits
  • Agreed-upon procedures
  • Compilations
  • Internal Controls
  • Revenue recognition
  • Audits and tax considerations

Business Valuations

Lead your company to its next stage in the business-cycle with fact-based decision-making. Accurate business valuations provide key data to help with business transactions or succession planning. Our certified business valuation experts know how to compute what your hard work is worth in today’s dollars and cents.  

Controller and Accounting Services

Accurate bookkeeping and financial statements are critical to managing and growing a business. Without it, you run the risk of cash flow crunches, wasted resources and missed business opportunities. Our Business Advisors work alongside tax professionals, certified bookkeepers and operations executives to provide your company with comprehensive support.