Services

leadership-financial-tax

 

 

We work directly with you to help you define your vision and chart a path forward though Leadership, Financial and Tax advisory services.

 

 

Leadership:

  • Preparation of strategic objectives
  • MY Bigger Future
  • MY Journey for Executives™
  • Succession planning
Financial:

  • Forecast & Budget Preparation
  • Profitability & Cash Flow Analysis
  • Periodic Business Analysis
  • Valuations
  • Financial Statement Compilations
  • Mergers & Acquisitions Assistance
  • Interim CFO or Controller Services
  • Business Turnaround Assistance
  • Succession Planning
  • Accounting Assistance
  • Debt Restructuring
Tax:

  • Business & individual tax planning/consulting
  • Tax return preparation
  • Tax research
  • Tax structuring
  • Estate Planning
  • Multi-state taxation
  • International taxation
  • IRS & state audit matters
  • Estate, trust & gift tax planning