Services
Our Services Include
- Consultation
- Pre-trial support
- Collection, interpretation, and evaluation of financial data
- Financial modeling and forecasts
- Forensic accounting
- Expert witness testimony
Tax
The firm provides professional tax services to individuals, corporations, partnerships, estates and trusts
In the Following Areas:
- Tax compliance (e.g., tax return preparation)
- Tax planning and consulting
- Estate planning
- Entity structuring
- Purchase and sale of business
- Purchase price allocation (e.g., valuation allocations)
- IRS representation
- U.S. tax reporting and compliance for foreign individuals and businesses
- State and Local
Accounting
Monthly, quarterly and/or annual accounting services either internally or through local providers available.
- Preparation of financial reports
- General ledger posting, maintenance and closing of books and records
- QuickBooks training (e.g., setup, implementation, upgrade, conversion)
- Payroll processing facilitation and reporting
- Budgeting and forecasting
- Hiring assistance and staff retention consulting
- Due diligence
Business Valuation
Our specialized training and experience enables us to see beyond the numbers to arrive at a value as of a fixed date.
The valuation of a business or business interest is often required for many reasons including:
- IRS Compliance
- Income Tax Planning
- Estate and Gift Tax
- Purchase and Sale of Business
- Minority Interests
- Shareholder Disputes
- Breach of Contract
- Divorce
Litigation & Forensics
Our firm specializes in serving the legal profession. We can provide you with specialized technical resources.
Defining Issues
By identifying key accounting, financial, economic and industry issues, we provide the theory(s) and outline of proof. We also determine what records may be needed.
Fact Finding and Discovery
We collect and review relevant information, provide studies and projections, and report on strengths and weaknesses of evidence. We can also assist with production requests, interrogatories and depositions.
In the Following Areas:
- Valuation
- Lost Profits
- Contract Damages
- Business Interruption
- Fraud Investigation
- Divorce
- Probate
- Construction Claims
- Personal Injury or Wrongful Death