Services

We provide tax, accounting and consulting for non-public businesses with revenues of $0 to $50 million. We also work with business owners in the role of outside CFO. I have a strong knowledge of both accounting and tax, and have been involved in dozens of business purchases and sales for my clients. I also function as an expert witness in litigation cases, including fraud investigations and partner/shareholder disputes. Our areas of specialty include:

  • Accounting
  • Auditing
  • Taxes Planning and Preparation
  • Forensic Accounting and Expert Witness
  • Estate, Trust and Gift Planning

 

  • IRS Representation
  • Fraud Investigation
  • Small Business Consulting
  • Business Succession Planning
  • Mergers and Acquisitions
  • Financial Forecasts and Projections