Client Services

We offer our clients carefully researched, relevant advice to meet their financial and accounting needs. We believe our clients see our commitment to their success in the quality of our work, communication, company support and our core values. 


Who we serve.

We serve clients with income streams ranging from modest to significant complexity, including: domestic and international sources of income, investments, rental properties and closely held businesses. 


Our clients' needs include:

  • Tax planning

  • Gifting and charitable contribution analysis

  • Calculations of required minimum distributions 

  • Consultation on Section 1031 exchange sales

  • Tax advisory for general asset purchases, depreciation, and dispositions 

  • Estate and trust accounting and tax advisory 

  • Tax credits

Tax Planning & Strategies

Business Advisory

Accounting & Assurance

Healthcare Consulting

We serve healthcare providers that work in a variety of practice settings. We serve our clients with our comprehensive understanding of the administrative, operational, and financial needs that are specific to the healthcare industry.


Our healthcare consulting services include:

  • 340B advisory

  • Managed care contracting assessment

  • Patient experience analysis

  • Practice management advisory

  • Pharmacy benefits review

  • Reimbursement consulting

  • Value-based care analysis

  • Revenue cycle management review


We offer a broad spectrum of tax, accounting and consultation services. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across sectors.

We take into account current tax and business factors and our consulting catalog covers the scope of services in the field of tax consulting.


Our tax planning and preparation services include:

  • Corporations
  • Estates and trusts
  • Gift tax planning and charitable gift planning
  • Individuals
  • Not-for-profit organizations

  • Partnerships
  • Tax audits

When it comes to business, your choice of advisors could be one of the most important decisions you make. If you are launching a new concept, perfecting an existing business, or planning your exit strategy, we can help.


Who we serve.

We serve business professionals in a wide variety of fields including: architecture, biotechnology, engineering, healthcare, legal services, manufacturing, and software development.


Our business advisory services include:

  • Exit planning

  • Liquidity analysis

  • Operational planning and research

  • Process assessments based on kaizen principles

  • Start-up consultation

  • Strategic needs analysis

Accounting is an essential element of operational management control, giving you a meaningful foundation for your business decision processes.


Our services include:

  • Accounting setup for new business

  • Cost accounting

  • Economic loss calculations

  • Financial and payroll accounting oversight

  • Forensic accounting

  • Preparation of financial statements and disclosures 

  • Process and controls testing