Our firm advisors have provided Audit & Assurance Services in more than 20 states across the U.S. We have extensive corporate, fiduciary, government, and nonprofit auditing experience. We have audit experience in virtually every industry.

Our firm advisors have provided Turnaround, Budgeting, and Credit Approval Services for a number of clients. We have relationships with banks and will work with your bank for credit approval, review loan proposals, and have venture capital investment group relationships to help your business succeed. We’ve developed a proprietary budgeting and planning tool that will you plan your next opportunities for your business. We also have contributed to the TMA international organization, Turnaround Management Association and our firm advisors are trained in this area of expertise.

Our firm’s advisors have helped entrepreneurs and startup companies develop their businesses, some of which eventually went to public offering. We will work with you on planning and establishing a successful business. We will help to identify any federal and local government incentives available. We have professional(s) that have served as corporate officers of Fortune 500 companies and served as advisors of those Companies in the Big 4 Accounting Firms. We also have professional(s) the have served in the Entrepreneurial Services Group of Big 4 Firms.

We will work with you and your investment advisors, estate attorneys and insurance agents to meet your wealth planning needs. The estate tax and net income tax for upper income tax bracket individuals is close to 40%. There is also the 3.9% Net Investment Income Tax. These can be reduced by using various means, including gifting strategies and trusts.

Our firm’s team of advisors will design a tax reduction strategy and minimize tax. We have representatives that have been providing Tax Incentives, Consulting, and Compliance Services for over 20 years, some of which were with international CPA firms. We enjoy helping clients minimize their tax liability so that they can expand and growth their business. Some of our tax planning ideas have been featured in publications such as The Journal of Taxation. Our firm advisors are trained in Cost Segregation Studies in order to maximize depreciation deductions. We’ve provided tax technical brochures that were distributed throughout the Big 4 Firms served. We’ve also served as featured instructors in tax seminars and have travelled to various learning facilities throughout the East and West Coast, South and Midwest.

Our firm advisors have experience with business valuations across the U.S. and internationally. We utilize resources in the Midwest, South and East and West Coasts. We have been credentialed in business valuations since 2002. We have professional(s) with the ABV (Accredited in Business Valuation) and CVA (Certified Valuation Analyst) designations. We have professional(s) that are a member of that National Institute of Valuators and Analysts (NACVA), the American Institute of Certified Public Accountants (AICPA), and the former members of the Institute of Business Appraisers (IBA). Our firm advisors have published nationally for valuation work including in The Value Examiner publication. We have successfully performed Business Valuations for Bankruptcy, Buy-Sell Agreements, Lender Review, Divorce, Gift and Estate Taxes, and Mergers-Acquisitions-Reorganizations. We've performed business valuations for Intellectual Property, Patents Trademarks and Restrictive Covenants. Our valuations have been submitted and successfully defended submitted in court. Some of these created valuation tools and techniques have been deemed as proprietary and published.

Our firm can facilitate nontaxable exchanges with or without the use of our qualified intermediary relationships. We also have experience with virtually every type of exchange, and the professionals have experience with national firm transaction advisory firms. We’ve spent almost 20 years helping clients with tax-deferred and nontaxable exchange planning. Some of our firm advisors have spent several years traveling across the country for a large international CPA firm, helping clients transfer property tax deferred before Initial Public Offerings (IPO’s). We have an established Section 1031 Like Kind Exchange Qualified Intermediary relationship. We’ve helped clients with nontaxable “A”, “B”, “C”, “D” and “F” Reorganization transactions and have assisted in establishing ESOP and IC-Disc tax beneficial structures.

Our firm advisors are certified and have successful experience testifying in litigation support matters. This experience and training, knowing the expert witness rules of the court, will serve all clients as proven commitment. Our firm advisors have represented clients in various tax courts. We’ve also supported a number of litigation claims and have a tried and tested damages calculation tool.