services

I. Interim/Part-Time CFO

II. Tax Planning and Preparation

• Individuals
• S and C corporations & limited liability companies
• Partnerships
• Trusts and estates
• Foreign trusts and partnerships
• Not-for-profit organizations
  

III. Representation Before Tax Authorities

• Non-filed tax returns
• Collection issues including liens, levies and wage garnishments
• Payroll taxes, property taxes, sales taxes and other state and local taxes
• Offer in compromise
  

IV. Estate and Trust Tax Preparation

• Preparation of estate and trust fiduciary returns
• Preparation of federal estate tax returns
• Preparation of gift tax returns
  

V. Attest and Assurance Services For Privately Held Companies and Not-For-Profit Organizations

• Audit of financial statements
• Review of financial statements
• Compilation of financial statements
• Review of internal controls
• Agreed upon procedures
  

VI. Civil and White Collar Criminal Litigation Support

• Expert witness testimony
• Consulting expert analysis
• Investigative accounting in areas of fraud, embezzlement,
  shareholder/partnership disputes and complex tax litigation
  

VII. Business Consulting

• Advisory services in the evaluation of acquisition, divestiture,
  reorganization and investment opportunities
• Serve as paid outside director for privately held companies or
  unpaid outside director for not-for-profit organizations
• Strategic planning
• Debt financing advice
• Evaluation and assistance with business plans
• Cash flow budgeting and analysis
• Financial forecasting and projections