Creative solutions for creative minds.

Throughout our 78-year history, we have advised marketing services, agencies and consultancies how to handle unfamiliar situations throughout their business lifecycle.

From entity formation, to year-end taxes, to outsourced accounting, we realize running a business is not easy. Don’t worry, we’re here to help.

Management Services

  • Attendance at board and/or advisory board meetings
  • Budget, projection and forecast preparation services
  • Business formation and structuring
  • Financing assistance, review and negotiations
  • Information technology planning
  • Internal control review and design
  • Mergers and acquisitions analysis and due diligence
  • Security assessments related to the safeguarding of sensitive client information
  • Transition planning services

Tax services

  • Tax analysis of mergers, acquisitions, and liquidations
  • Tax planning and compliance
  • Tax return preparation
  • Tax examination assistance
  • Tax legislation business entity and effective rate review
  • Individual tax compliance, planning and projections

Accounting services

  • Financial statement audits, reviews and compilations
  • YourBooks® (Accounting outsourcing)
  • Payroll services

Retirement Plan Services

  • Design and implementation of retirement plans
  • Plan administration and reporting

Special Services

  • Design, implementation and calculation of compensation, deferred compensation and stock purchase formulas
  • Financial analysis of leases and contracts
  • Litigation and valuation services

Meet the team

Contact us