We provide a large menu and variety of accounting, consulting, and technology services for both businesses and individual persons. Whether we’re offering traditional accounting and tax services and planning, or innovative software and technology, we offer nothing but the best. And our team of professionals is trained to train you and your staff so that you can take over much of the day-to-day workload, if that is your preference.
Our consulting assistance is something we believe is second to none in the industry. We take pride in providing complete hands-on client service, getting involved with issues large and small. You will find that our partners, as well as our associates, are all involved in your case work. It is just the way we operate, which is why we call it hands-on. We work hard to really grasp and completely understand your business so that we can be proactive in addressing your most important issues.
Our special areas of expertise include the following:
Our consulting assistance is something we believe is second to none in the industry. We take pride in providing complete hands-on client service, getting involved with issues large and small. You will find that our partners, as well as our associates, are all involved in your case work. It is just the way we operate, which is why we call it hands-on. We work hard to really grasp and completely understand your business so that we can be proactive in addressing your most important issues.
Our special areas of expertise include the following:
- Investment reviews and evaluations
- Investment performance tracking and trade verification
- Asset allocation
- Stock option exercise strategies
- Estate strategies and planning
- Wealth transfer to future generations
- Design and implement custom financial solutions
- Charitable gift-giving
- Minimization of estate taxes
- Cash flow analysis and planning
- Expense management and consultation
- Pension asset management
- Employee benefit management and systems
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