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Additional Services

Additional Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

Mergers & acquisitions
Asset protection
Investment review
Litigation support
Cash flow forecasting
Employee benefit plans
Expert witness services
Internet commerce

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.


Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Peer Review Services

With the significant experience that our assurance department has in performing audits, reviews, compilations and other assurance services, we can provide other certified public accounting firms with Peer Review Services to enhance their practice.

Business Valuations and Calculations for Estate & Gift Tax

As part of your estate planning process, we can provide an independent valuation of your gift and estate assets in order for you to make appropriate decisions and provisions to decrease the amount of taxes.