OFFERINGS

Accounting & Advisory

  • Family Office Accounting

  • Accounting Systems & Controls

  • Financial Reporting & Analysis

  • Transaction Advisory

Tax Compliance & Strategy

  • Comprehensive Tax Compliance

  • Tax Strategy for Equity Compensation

  • Gift & Estate Planning

  • Continuous Tax Counsel

CFO Services

  • Financial Forecasting & Budgeting

  • Review of Critical Agreements

  • Strategic Long-Term Planning