FIRM OVERVIEW:
We are an innovative, problem-solving CPA firm which has earned a national reputation for offering clients the depth and professionalism of a much larger firm with the entrepreneurial style you would expect from a much smaller firm. We believe we’re equally known for being: pro-active, not reactive; action oriented, not report oriented ; and innovative, not tradition bound. To mee
t diverse individual and business needs, the firm has developed a practice which specializes in tax planning and compliance; operational, financial and management consulting; accounting, compilation and review services; valuation and litigation support and other dispute resolution services. AREAS OF STRENGTH:
• Diversified experience with businesses and individuals in numerous industries such as professional services, retail, real estate, manufacturing, restaurant, wholesale distribution, financial services, law and health care.
• Comprehensive knowledge of the creative structuring of transactions and ventures to maximize economic and tax benefits.
• Experienced professional staff members who often work together to ensure effective, high quality services. TAX PLANNING AND COMPLIANCE:
• Tax planning for individuals, corporations, partnerships, limited liability companies, estates and trusts.
• Tax return preparation and review.
• Assistance with IRS/state/city examinations & conflicts, including representation & negotiation to resolve disputes. FINANCIAL CONSULTING:
• Financial forecasts and projections.
• Funding assistance, including preparation of business plans, financing negotiations and communications with lenders and investors and workouts.
• Merger, acquisition and divestiture services.
• Transaction structuring to achieve optimal financial and tax benefits. FORENSIC, VALUATION AND DISPUTE RESOLUTION SERVICES:
• Litigation support services.
• Damage assessments and computations in diverse areas including family law, insurance claims, wrongful termination,
personal injury, shareholder disputes, breach of contract claims, lost profit computations and historical analyses.
• Business valuations
• Matrimonial litigation
• Lender liability analysis
• Document requests & productions
• Critique of other expert reports
• Interrogatory assistance
• Arbitration and Mediation
• Analysis & evaluation of opposing experts’ reports and independent expert witness testimony
• Fraud and defalcation engagements. ACCOUNTING SERVICES:
• Strategic business and financial planning and general business advice.
• Bookkeeping operations review including Quickbooks set up and instruction
• Assistance in defining, interviewing and hiring of financial personnel
• Design of financial statements and internal management reporting systems.
• Compilations and Reviews of financial statements.
• Budgeting, cash flow, and financial statement analysis with recommendations.