What We Do
Who We Help

ERE is an experienced “partner” who can help you focus on the business and management issues that go straight to the bottom line.

You can tap the knowledge of accounting, financial, operations and management advisors, as well as a tax group expert in corporate and individual tax planning and compliance, or access the specialized expertise within our industry groups.

When you have a client relationship with us, you work with people who care about you and your success.

What We Do: ERE Services

• audit and accounting
  
• business tax consulting
  • selecting or revising a business structure
  • analyzing the tax consequences of mergers, acquisitions, employee stock option plans, corporate restructurings, and multi-state operations
    
• individual tax consulting and wealth management services:
  • trust and estate planning
  • gift planning
  • wealth transfer planning
  • charitable giving planning
  • investment services
  • asset allocation reviews
  • retirement planning
  • tax planning and compliance
  • insurance reviews
    
• family business services
  • strategic planning
  • succession planning
  • employee benefit plan design
    
• business valuation
  
• fiscal software solutions
  
• fiscal management services
  
• family office services
  
• ERE Financial Services, Inc.

Who We Help:
Whether you are an established business or a new venture, there are times when an impartial, experienced advisor can give you exactly the perspective you need in order to make a decision, seize an opportunity, or solve a problem.

That's when our clients call us in. We understand their businesses and the marketplace they serve. They know they can call on us at any time to help anticipate and manage their corporate and personal business concerns.

While our client base is diverse, we provide customized services to address the needs of:

• Not-for-Profit
• Real Estate
• Entertainment
• Family businesses
• Start-ups and rapidly growing new ventures
• Public Relations, Advertising and Creative Services firms
• Professional services
• Medical practices
• Manufacturing
• Wholesale/Distribution
• Freight Forwarding