Services

Everything the Firm Does, on One Page — Because Clients Rarely Need Only One Thing.

Each engagement below can stand on its own or be combined into a coordinated relationship across tax, accounting and advisory.

Tax Intelligence

Tax Planning and Preparation

Who it serves — Business owners, professionals, executives, real estate owners, families and trusts.

The situation — Federal, state and local law keeps moving, and a return prepared in isolation reports history rather than shaping it.

What we evaluate

Entity structure and how income reaches you personally
Timing of income, deductions and significant transactions
Multi-state and local filing exposure
Coordination between business, personal and trust returns

What the engagement may include

Federal, state and local return preparation
Quarterly and year-end planning conversations
Projections before a transaction, not after
Coordination with counsel and advisors

The decision it supports

You enter each filing season already knowing the answer, because the decisions that produced it were reviewed in advance.

How to begin — start a confidential conversation

Tax Intelligence

Tax Representation and Negotiation

Who it serves — Individuals and businesses facing notices, examinations or balances due.

The situation — A notice, audit or collection matter has arrived and correspondence now carries consequences.

What we evaluate

What the agency is actually asserting
The record and documentation available to support your position
Exposure across related years and related entities
Realistic resolution paths

What the engagement may include

Representation before taxing authorities
Response and documentation strategy
Negotiation of resolution terms
Prevention plan for the years ahead

The decision it supports

The matter is handled by professionals, and the next return is built so it does not recur.

How to begin — start a confidential conversation

Accounting Control

Full-Charge Accounting and Bookkeeping

Who it serves — Companies that need a dependable back office rather than another software subscription.

The situation — Financial information arrives late, arrives inconsistent, or arrives only when someone asks for it.

What we evaluate

Chart of accounts and how the business actually earns
Close process and reconciliation discipline
Who touches money and who reviews it
The reports leadership genuinely uses

What the engagement may include

Full back-office accounting or after-the-fact month-end work
Reconciliations and general ledger maintenance
Monthly reporting packages
A service scope customized to the business

The decision it supports

Current, honest information — the foundation every other decision on this page depends on.

How to begin — start a confidential conversation

Accounting Control

Controllership Services

Who it serves — Owner-led companies that have outgrown bookkeeping but not yet built a finance department.

The situation — The business needs senior financial judgment, review and structure without a full-time controller's salary.

What we evaluate

Internal controls and segregation of duties
Cash-flow visibility and forecasting
Margin, job or department profitability
Reporting cadence and accountability

What the engagement may include

Oversight of the accounting function and staff
Close review and management reporting
Cash-flow and budget monitoring
Working sessions with ownership

The decision it supports

Ownership gets a financial function it can rely on, and a professional accountable for it.

How to begin — start a confidential conversation

Accounting Control

Payroll and Accounts Payable

Who it serves — Employers and companies managing recurring vendor obligations.

The situation — Payroll and payables are deadline-driven, penalty-bearing and easy to let slip.

What we evaluate

Payroll filings, deposits and worker classification
Approval workflow before money leaves
Vendor terms and payment timing
Receivables and collection follow-through

What the engagement may include

Payroll processing and related filings
Accounts payable and receivable administration
Disbursement controls and approval routing
Reconciliation to the general ledger

The decision it supports

Obligations are met on schedule, and the ledger reflects reality without a month-end scramble.

How to begin — start a confidential conversation

Accounting Control

Business Accounting

Who it serves — Growing companies whose finances have become harder to manage than the work itself.

The situation — As the business grows, the accounting and tax demands grow with it — and confidence in the numbers has to grow first.

What we evaluate

Whether reporting matches how the owner thinks about the business
Tax posture created by everyday operating decisions
Systems, staffing and workflow
Where the business is heading in the next twenty-four months

What the engagement may include

Ongoing accounting tailored to the company
Reporting built for owners, lenders and advisors
Coordination with the tax practice
Periodic review with the partners

The decision it supports

Growth stops outrunning the financial function that has to support it.

How to begin — start a confidential conversation

Accounting Control

Personal Accounting

Who it serves — Private clients, busy professionals, executives and families.

The situation — Personal financial administration has become a second job — or a risk when someone is unavailable.

What we evaluate

Bill payment, income processing and household cash flow
Investment activity and its tax consequences
Recordkeeping standards for a private household
Continuity and oversight

What the engagement may include

Payment of monthly expenses
Receipt and processing of income
Monitoring of investment activity
Reporting to the client and coordination with the tax practice

The decision it supports

Personal finances are handled with the same discipline as a well-run company.

How to begin — start a confidential conversation

Business & Private Client

QuickBooks Consulting

Who it serves — Businesses setting up, cleaning up or getting more out of QuickBooks.

The situation — The file exists, but the information coming out of it cannot be trusted.

What we evaluate

File setup, chart of accounts and items
How transactions are entered by staff
Reporting that leadership needs
Training gaps

What the engagement may include

Setup and file review by a certified QuickBooks ProAdvisor
Cleanup and reconciliation
Staff training
Ongoing support as the business changes

The decision it supports

The system produces reports you would be comfortable handing to a lender — or to us.

How to begin — start a confidential conversation

Business & Private Client

Business Evaluation

Who it serves — Buyers, sellers and owners preparing for a transition.

The situation — A business is changing hands, or an owner wants to understand what has actually been built.

What we evaluate

Quality and durability of earnings
Working capital, liabilities and off-ledger obligations
Tax consequences of deal structure
Effect on the owner's personal financial picture

What the engagement may include

Financial analysis and normalization
Structure comparison with tax modeling
Coordination with counsel and brokers
Post-transaction planning

The decision it supports

You negotiate knowing what the transaction leaves you with after tax, not before it.

How to begin — start a confidential conversation

Business & Private Client

Life-Change Tax Evaluation

Who it serves — Clients navigating marriage, divorce, a birth, a death, an inheritance or a new trust.

The situation — A sudden or critical life change can affect a financial position dramatically, and quickly.

What we evaluate

Filing status, basis and beneficiary consequences
Cash-flow effects across the next several years
Ownership and title changes
Insurance, wills and trust coordination in consultation with counsel

What the engagement may include

Scenario projections before decisions are final
Return and reporting adjustments
Coordination with attorneys and advisors
A written summary you can act on

The decision it supports

The financial consequences of a personal event are handled with clarity and compassion.

How to begin — start a confidential conversation

Business & Private Client

Major-Purchase and Investment Evaluation

Who it serves — Clients weighing a property, a vehicle, a renovation, or a significant investment.

The situation — The purchase is affordable on paper; the question is what it does to taxes, liquidity and the years after.

What we evaluate

Complete analysis of the investment and expected return
Financing structure and after-tax cost
Effect on liquidity and existing obligations
Ownership entity and titling

What the engagement may include

Written analysis and comparison of alternatives
Tax modeling of each path
A recommendation and the reasoning behind it
Follow-through into the return

The decision it supports

You make the decision with the numbers in front of you rather than after the fact.

How to begin — start a confidential conversation

Business & Private Client

Trust and Estate Coordination

Who it serves — Families, trustees and private clients working alongside estate counsel.

The situation — A trust exists — or should — and its tax and accounting reality has to match the legal documents.

What we evaluate

Trust and fiduciary filing obligations
Basis, distributions and beneficiary reporting
Interaction with the grantor's personal and business returns
Recordkeeping expected of a trustee

What the engagement may include

Fiduciary return preparation
Trust accounting support
Estate planning in consultation with counsel
Ongoing coordination as circumstances change

The decision it supports

The plan on paper and the numbers in practice stay aligned across generations.

How to begin — start a confidential conversation

Business & Private Client

Business Consulting

Who it serves — Owners who want a knowledge resource, not just a filing service.

The situation — A decision is in front of you and the financial consequences are not yet clear.

What we evaluate

Financial functions and where they leak time or money
Entity structure, finance and insurance matters
Operational decisions with tax consequences
Long-term financial planning and readiness

What the engagement may include

Optimization of the company's financial functions
Financial planning coordination
Contract and accounting review
Standing access to the partners

The decision it supports

The right decision, made in time to matter.

How to begin — start a confidential conversation