We serve clients nationwide across all fifty states and provide services to international clients, assisting them with various types of foreign transactions. Our clients come from a diverse set of industries including retail, technology, software development, healthcare, wholesale, import/export, and entertainment.
Our founding partners have more than 20 years of combined experience and come from a rich background in leading compliance work, assurance services and consulting clients in various tax matters including hedge funds, private equity funds, and broker-dealers.
Our areas of expertise include:
- Retirement planning
- Tax strategy
- Startup companies
- Budget forecast
- Entity structure
- IRS and State audit representation
- Financial analysis
We believe in success through team work and with keen insight, our firm can provide the expertise and resources needed to form innovative solutions for our clients, exceeding their expectations.