Our advisors and accountants develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.
Search our listing of directors, associate directors and senior managers here.
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Areas of Focus
- Agreed upon procedures
- Audit and attest services
- Audits of entities reporting under income tax basis
- Business consulting
- Due diligence related to mergers and acquisitions
- Internal control reporting
- IFRS
- Financial statement preparation
- U.S. GAAP
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Employee Photo -
Areas of Focus
- Estate plans and wills
- Foreign trusts
- Gift and estate plans
- Guardianship accounting
- Tax compliance
- Trust accounting, estate accounting
- Wealth transfer
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Employee Photo -
Areas of Focus
- Bankruptcy, insolvency and receivership matters
- Business planning and consulting
- Commercial disputes
- Economic damage analysis
- Expert witness testimony (federal and state courts)
- Fraud and forensic accounting investigations
- Fraudulent conveyances and preference analysis
- Lost profit analysis
- Ponzi schemes
- Post-merger and acquisition disputes
- Usury issues (Florida)
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Areas of Focus
- Business valuations, including derivatives and intangible assets
- Financial modeling, forecasting and budgeting
- Lending and debt management
- Litigation support
- Mergers and acquisitions
- Transaction advisory services
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Employee Photo -
Areas of Focus
- Accounting and consulting
- Agreed upon procedures
- Audit services
- Business consulting
- Compilation services
- Financial statement reviews
- Internal control reviews
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Employee Photo -
Areas of Focus
- Audit services
- Compilations
- GAAP accounting and financial reporting
- Family office accounting
- Internal controls
- Reviews
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Employee Photo -
Areas of Focus
- Bankruptcy advice and compliance
- Choice of entity consultation
- Corporate and partnership transaction review and consultation
- Domestic and cross-border M&A and financial transaction structuring and due diligence
- Feasibility studies for acquisitions and divestitures of businesses
- Litigation support and expert witness services relating to tax matters
- Real estate transaction planning
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Areas of Focus
- Family home office accounting and advisory services for U.S. and foreign families
- FATCA reporting matters
- Federal and state tax compliance
- Foreign and domestic trusts
- Income and estate tax planning
- Investments in U.S. by non-resident aliens
- IRS controversies
- Partnerships
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Employee Photo -
Areas of Focus
- Business and individual tax consulting and compliance
- Domestic trusts
- Estate and wealth management planning
- Family home office accounting and advisory services for U.S. families
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Employee Photo