We assist:

• Closely Held Businesses – entities such as sole proprietorships, corporations, and partnerships run by families, individuals or groups of investors.


• High Net Worth Individuals – executives, retirement minded individuals, trustees, and families with wealth transfer and management needs.


• Non-Profit Organizations and Municipalities – providing audit related services, assistance with accounting decisions, or outsourcing of their accounting transactions.


• Publicly Traded Companies – small to mid-sized companies seeking a CPA firm to support their internal accounting staff, provide Sarbanes-Oxley compliance, and assist with monthly accounting transactions and closings.

Our services include:

• Financial Statement Reporting – compilations, reviews, and audits.
• Tax Services – corporate and individual planning and return preparation.
• Special Purpose Audits – internal controls, forensic audits, and agreed upon procedures.
• Litigation Support – valuations, intellectual property management, patent and trade secrets, monetization, royalties and revenue recovery.
• Advisory Services – For example; forecasting, specialized reporting, and exit strategy development.

Providing Expertise and Independence to Operate in Today’s Environment!