Other Services

While we are first and foremost a tax consulting firm, we possess the breadth of experience and knowledge to advise clients on a multitude of business and personal financial matters. Whether you’re thinking of starting a new venture, seeking to enhance the performance of an existing business, or planning for retirement, we can help.

Business consulting

We work almost exclusively with closely-held businesses grossing from $2 million – $100 million in revenue and their owners in a wide range of industries. Because of the personal relationships we develop with our clients and the knowledge gained through proactive involvement in their business and personal financial undertakings, we are uniquely positioned to serve as trusted advisors.

LLC/Partnership agreement review

The tax provisions of an LLC operating agreement or partnership agreement can be daunting to all but the most seasoned tax professionals. We understand the complex provisions of the tax law and regulations dealing with partnership allocations, distributions, and maintenance of capital accounts. If you want to have a better understanding of the tax implications of these provisions in your agreement and how they would affect you and the other partners or LLC members, we can explain them to you in clear and easily understood terms.

Financial statement analysis

We help business owners understand and interpret the wealth of information provided by financial statements. If you want to know how your business is doing, we have the tools and expertise to give you a straight answer.

Acquisition and disposition planning

Mergers, acquisitions, and the sale or transfer of a business are complicated transactions, subject to a host of laws and financial repercussions. One missed step can result in adverse tax consequences that could have been avoided with proper planning. We can assist you in developing a plan or evaluating an existing plan prior to execution. Once that plan is in place, we continue to work with you and your other advisors to ensure that it is properly executed.

Litigation Support Services

We have the requisite skill and experience to analyze and evaluate the tax impacts of various settlement options and damage awards. We are also able to provide expert witness services as needed in court proceedings.