Tax & Accounting Services


Tax and accounting services

Tax and accounting services

Through our strategic partnership with leading CPA firm CironeFriedberg, enjoy a full spectrum of tax and accounting support complemented by extensive specialty and niche area practices to meet your distinctive needs.

Tax and accounting services

Partnering for our clients’ success

Our partnership with CironeFriedberg reflects our commitment to meeting all your financial needs. CironeFriedberg has a well-earned reputation for delivering high-quality tax, accounting and consulting services to individuals and businesses across a wide range of industries. Together, we provide you with coordinated advice and a holistic approach to planning your future.

Individual tax services

  • Federal and state income tax preparation
  • Gift tax return preparation
  • IRS and state representation
  • Income tax planning and projections
  • Timing of income and deductions
  • Custom communications
  • Estates & trusts

Business tax services

  • Tax planning & filing
  • Tax compliance
  • Corporate taxation
  • State and local tax (SALT)
  • Tax credits & incentives
  • IRS representation & tax controversies
  • Preparation of forms 990,990-T, 9990-PF and state forms for not-for-profit

Audit & Assurance
Constructive solutions and technical expertise that maximize your business’s profitability and efficiency by identifying and addressing key issues related to internal controls, processes and cash flow.

Business Valuation
Many tax, litigation, transaction and regulatory situations require the value of a business or its components to be understood. Access the support you need and the valuation methodologies appropriate to your situation.

Individual Tax
Work with experienced tax professionals and develop tax-saving strategies for your income, investments, estate and gifts to better meet your short- and long-term financial goals.

Business Tax
Whether you are running a C corporation, S corporation, LLC, partnership or sole proprietorship, get help structuring business transactions to minimize the tax impact and take advantage of tax benefits.

Business Accounting
Because we want you to be able to focus on managing and growing your business with confidence knowing your back-office accounting is in good hands.

Accounting Advisory
Take your business to the next level with an array of value-added services to help identify and tackle your challenges and boost growth, productivity and business value.

Outsourced CFO/Controller
Industry-tailored expertise and temporary financial leadership support during periods of transition or when adding a full-time resource to the payroll is unwarranted or cost prohibitive.

You Or
Your Business
Forensic & Litigation
From complex financial and accounting analysis to expert witness and litigation support, our partnership with CironeFriedberg delivers the specialized knowledge and credentialed reporting you need, when you need it.